+2.6%
HAL vs PTEN
-15.6%
+18.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.4% |
| 7D | -3.3% | +3.5% | -6.8% | -5.2% |
| 30D | +8.2% | +17.5% | -9.4% | -1.8% |
| 3M | -9.4% | +12.7% | -22.2% | -17.0% |
| 6M | +0.6% | +33.1% | -32.4% | -17.8% |
| YTD | +28.6% | +116.4% | -87.9% | -21.4% |
| 1Y | +63.9% | +141.2% | -77.3% | -7.0% |
| 3Y | -7.1% | -3.8% | -3.3% | -15.2% |
| 5Y | +102.3% | +92.7% | +9.6% | +12.3% |
| All | +2.6% | -15.6% | +18.2% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling