-28.8%
ALHC vs PTEN
+94.7%
-123.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.3% |
| 7D | -4.1% | -1.7% | -2.4% | -4.0% |
| 30D | -5.4% | +18.6% | -24.0% | -6.4% |
| 3M | -32.1% | +12.5% | -44.6% | -32.6% |
| 6M | -28.5% | +41.9% | -70.3% | -30.5% |
| YTD | -34.0% | +117.8% | -151.8% | -38.2% |
| 1Y | -20.9% | +145.3% | -166.3% | -26.8% |
| 3Y | +151.5% | -2.8% | +154.4% | +149.1% |
| 5Y | -28.8% | +93.4% | -122.2% | -32.2% |
| All | -28.8% | +94.7% | -123.5% | -32.2% |
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