+159.8%
ALHC vs PTEN
-1.7%
+161.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.6% |
| 7D | -1.0% | -1.0% | +0.1% | -1.0% |
| 30D | -6.3% | +29.3% | -35.6% | -6.5% |
| 3M | -12.3% | +7.2% | -19.5% | -11.7% |
| 6M | -27.0% | +43.5% | -70.5% | -27.9% |
| YTD | -31.8% | +113.2% | -145.1% | -34.2% |
| 1Y | -17.0% | +135.1% | -152.1% | -20.5% |
| 3Y | +159.8% | -4.8% | +164.7% | +156.1% |
| All | +159.8% | -1.7% | +161.5% | +156.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling