+50.4%
USHY vs PTEN
-13.8%
+64.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.3% |
| 7D | -0.1% | -1.7% | +1.5% | -0.1% |
| 30D | 0.0% | +18.6% | -18.6% | -0.9% |
| 3M | +0.8% | +12.5% | -11.6% | +0.1% |
| 6M | +1.9% | +41.9% | -39.9% | -0.1% |
| YTD | +2.3% | +117.8% | -115.5% | -1.9% |
| 1Y | +4.1% | +145.3% | -141.2% | -0.9% |
| 3Y | +27.8% | -2.8% | +30.6% | +25.7% |
| 5Y | +21.5% | +93.4% | -71.9% | +13.7% |
| All | +50.4% | -13.8% | +64.3% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling