-57.8%
UUUU vs PTEN
+79.8%
-137.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.4% | +8.5% | -0.6% |
| 7D | -14.4% | -15.5% | +1.1% | -14.0% |
| 30D | -33.6% | -7.8% | -25.8% | -33.4% |
| 3M | -44.2% | +6.4% | -50.6% | -44.3% |
| 6M | -66.8% | -11.9% | -54.9% | -66.6% |
| YTD | -50.6% | +79.4% | -130.0% | -63.9% |
| 1Y | -57.8% | +84.9% | -142.7% | -69.5% |
| All | -57.8% | +79.8% | -137.6% | -69.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling