-67.2%
ALHC vs PTEN
+23.2%
-90.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.9% |
| 7D | +3.9% | -16.4% | +20.3% | +4.8% |
| 30D | -3.6% | -12.8% | +9.2% | -3.1% |
| 3M | -49.4% | +0.7% | -50.1% | -49.6% |
| 6M | -59.5% | -12.2% | -47.3% | -59.4% |
| YTD | -63.2% | +66.1% | -129.3% | -65.2% |
| 1Y | -55.5% | +69.2% | -124.7% | -58.0% |
| 3Y | +23.0% | -8.2% | +31.2% | +21.0% |
| All | -67.2% | +23.2% | -90.4% | -70.9% |
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