-92.5%
UUUU vs PTEN
-14.9%
-77.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.2% | -6.1% | -6.2% |
| 7D | -5.0% | +2.8% | -7.8% | -5.9% |
| 30D | -7.8% | +17.6% | -25.3% | -13.1% |
| 3M | -0.4% | +8.2% | -8.6% | -5.1% |
| 6M | -32.9% | +38.1% | -71.0% | -42.7% |
| YTD | -6.3% | +117.3% | -123.5% | -31.9% |
| 1Y | +7.9% | +146.1% | -138.2% | -26.1% |
| 3Y | +85.2% | -3.0% | +88.2% | +65.7% |
| 5Y | +97.0% | +93.5% | +3.5% | +34.3% |
| 10Y | +492.6% | -16.8% | +509.4% | +296.8% |
| All | -92.5% | -14.9% | -77.6% | -95.6% |
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