+299.0%
UTHR vs PTEN
-15.6%
+314.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.3% |
| 7D | +1.9% | +3.5% | -1.5% | +1.6% |
| 30D | -2.9% | +17.5% | -20.4% | -4.3% |
| 3M | -8.9% | +12.7% | -21.6% | -10.2% |
| 6M | -8.7% | +33.1% | -41.8% | -11.9% |
| YTD | +2.0% | +116.4% | -114.4% | -6.1% |
| 1Y | +22.8% | +141.2% | -118.4% | +11.5% |
| 3Y | +120.6% | -3.8% | +124.4% | +113.8% |
| 5Y | +136.4% | +92.7% | +43.7% | +107.3% |
| All | +299.0% | -15.6% | +314.7% | +259.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling