+139.6%
UTHR vs PTEN
+89.3%
+50.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +2.8% | +2.8% | 0.0% | +2.6% |
| 30D | -2.3% | +17.6% | -19.8% | -3.5% |
| 3M | -7.4% | +8.2% | -15.6% | -8.2% |
| 6M | -6.0% | +38.1% | -44.1% | -9.1% |
| YTD | +3.4% | +117.3% | -113.9% | -4.2% |
| 1Y | +27.1% | +146.1% | -119.0% | +16.2% |
| 3Y | +123.8% | -3.0% | +126.8% | +116.7% |
| 5Y | +139.6% | +93.5% | +46.2% | +118.1% |
| All | +139.6% | +89.3% | +50.3% | +118.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling