+468.0%
UUUU vs PTEN
-15.6%
+483.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | -10.5% | +3.5% | -14.0% | -11.4% |
| 30D | -10.5% | +17.5% | -28.0% | -15.3% |
| 3M | -14.1% | +12.7% | -26.9% | -18.7% |
| 6M | -35.5% | +33.1% | -68.6% | -43.6% |
| YTD | -10.9% | +116.4% | -127.4% | -33.8% |
| 1Y | +3.4% | +141.2% | -137.8% | -27.0% |
| 3Y | +73.1% | -3.8% | +76.9% | +57.1% |
| 5Y | +87.1% | +92.7% | -5.6% | +34.2% |
| All | +468.0% | -15.6% | +483.6% | +319.4% |
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 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