-55.6%
ALHC vs PTEN
+62.4%
-118.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | +0.1% |
| 7D | -5.5% | -2.2% | -3.4% | -5.4% |
| 30D | -4.9% | -8.0% | +3.1% | -4.7% |
| 3M | -41.7% | -5.0% | -36.7% | -41.7% |
| 6M | -55.2% | -10.6% | -44.5% | -55.1% |
| YTD | -61.1% | +75.5% | -136.6% | -63.1% |
| 1Y | -53.3% | +70.2% | -123.5% | -55.7% |
| 3Y | +28.2% | -3.7% | +31.9% | +25.8% |
| 5Y | -65.8% | +34.9% | -100.7% | -67.5% |
| All | -55.6% | +62.4% | -118.0% | -56.5% |
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 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