-9.3%
HAL vs PTEN
-0.1%
-9.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.8% |
| 7D | +2.6% | +7.2% | -4.6% | -1.1% |
| 30D | -0.1% | -7.4% | +7.3% | +3.0% |
| 3M | -1.1% | -2.4% | +1.3% | -1.3% |
| 6M | -20.7% | -10.0% | -10.7% | -18.4% |
| YTD | +17.5% | +79.7% | -62.2% | -19.7% |
| 1Y | +24.1% | +86.5% | -62.4% | -17.1% |
| All | -9.3% | -0.1% | -9.2% | -19.0% |
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 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