-14.9%
HAL vs PTEN
-38.4%
+23.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +1.5% |
| 7D | +6.1% | +10.6% | -4.5% | +0.1% |
| 30D | +2.9% | -4.9% | +7.8% | +4.8% |
| 3M | +3.3% | +1.4% | +1.9% | +0.9% |
| 6M | -16.9% | -7.0% | -9.9% | -16.2% |
| YTD | +21.2% | +84.8% | -63.6% | -19.8% |
| 1Y | +27.5% | +95.7% | -68.1% | -18.6% |
| 3Y | -6.4% | +2.0% | -8.4% | -18.3% |
| 5Y | +58.0% | +48.0% | +10.0% | +2.0% |
| All | -14.9% | -38.4% | +23.6% | -39.4% |
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