+78.6%
UUUU vs PTEN
+87.9%
-9.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.8% |
| 7D | -10.5% | +3.5% | -14.0% | -11.6% |
| 30D | -10.5% | +17.5% | -28.0% | -16.1% |
| 3M | -14.1% | +12.7% | -26.9% | -19.4% |
| 6M | -35.5% | +33.1% | -68.6% | -45.3% |
| YTD | -10.9% | +116.4% | -127.4% | -38.7% |
| 1Y | +3.4% | +141.2% | -137.8% | -33.6% |
| 3Y | +73.1% | -3.8% | +76.9% | +58.1% |
| All | +78.6% | +87.9% | -9.3% | +5.4% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling