+68.3%
HAL vs PTEN
+135.2%
-66.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +2.9% | +0.7% | +2.2% | +2.5% |
| 30D | +17.0% | +31.2% | -14.2% | +2.8% |
| 3M | -9.7% | +2.0% | -11.7% | -11.3% |
| 6M | +8.6% | +42.4% | -33.8% | -10.8% |
| YTD | +33.0% | +109.2% | -76.2% | -11.7% |
| 1Y | +68.3% | +122.3% | -54.0% | +8.3% |
| All | +68.3% | +135.2% | -66.9% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling