-21.8%
ALHC vs PTEN
+93.6%
-115.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.6% | +0.7% | -1.3% | -0.6% |
| 30D | -1.0% | +31.2% | -32.3% | -2.6% |
| 3M | -10.2% | +2.0% | -12.2% | -10.3% |
| 6M | -28.3% | +42.4% | -70.7% | -30.4% |
| YTD | -31.4% | +109.2% | -140.6% | -35.5% |
| 1Y | -16.9% | +122.3% | -139.2% | -22.4% |
| 3Y | +135.5% | -5.6% | +141.0% | +132.8% |
| 5Y | -33.6% | +86.5% | -120.1% | -37.9% |
| All | -21.8% | +93.6% | -115.4% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling