+7,901.8%
UTHR vs PTEN
+266.7%
+7,635.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -5.4% | +0.7% | -6.1% | -5.5% |
| 30D | -6.0% | +31.2% | -37.3% | -9.5% |
| 3M | -11.0% | +2.0% | -13.0% | -11.8% |
| 6M | -0.5% | +42.4% | -42.9% | -6.2% |
| YTD | +0.1% | +109.2% | -109.1% | -10.5% |
| 1Y | +28.2% | +122.3% | -94.1% | +13.3% |
| 3Y | +113.8% | -5.6% | +119.4% | +105.1% |
| 5Y | +131.3% | +86.5% | +44.8% | +92.6% |
| 10Y | +296.7% | -22.1% | +318.9% | +220.0% |
| All | +7,901.8% | +266.7% | +7,635.1% | +4,828.0% |
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