+88.0%
UUUU vs PTEN
+88.6%
-0.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.2% | -6.1% | -6.2% |
| 7D | -5.0% | +2.8% | -7.8% | -6.0% |
| 30D | -7.8% | +17.6% | -25.3% | -13.5% |
| 3M | -0.4% | +8.2% | -8.6% | -5.3% |
| 6M | -32.9% | +38.1% | -71.0% | -44.0% |
| YTD | -6.3% | +117.3% | -123.5% | -35.6% |
| 1Y | +7.9% | +146.1% | -138.2% | -31.3% |
| 3Y | +85.2% | -3.0% | +88.2% | +68.5% |
| All | +88.0% | +88.6% | -0.6% | +10.8% |
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