-26.3%
ALHC vs PTEN
+101.1%
-127.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.1% |
| 7D | -5.8% | +2.8% | -8.6% | -5.9% |
| 30D | -3.3% | +17.6% | -20.9% | -4.2% |
| 3M | -37.9% | +8.2% | -46.1% | -38.2% |
| 6M | -29.5% | +38.1% | -67.6% | -31.4% |
| YTD | -35.4% | +117.3% | -152.7% | -39.3% |
| 1Y | -22.4% | +146.1% | -168.5% | -28.1% |
| 3Y | +146.3% | -3.0% | +149.4% | +143.4% |
| 5Y | -32.0% | +93.5% | -125.4% | -36.5% |
| All | -26.3% | +101.1% | -127.4% | -28.5% |
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