-4.5%
HAL vs PTEN
-1.7%
-2.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.7% | -1.8% |
| 7D | +0.5% | -1.0% | +1.5% | +0.9% |
| 30D | +15.9% | +29.3% | -13.4% | +0.5% |
| 3M | -8.7% | +7.2% | -15.9% | -13.4% |
| 6M | +9.0% | +43.5% | -34.5% | -13.5% |
| YTD | +32.0% | +113.2% | -81.2% | -16.8% |
| 1Y | +72.5% | +135.1% | -62.6% | +1.6% |
| 3Y | -4.5% | -4.8% | +0.3% | -12.2% |
| All | -4.5% | -1.7% | -2.9% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling