+111.9%
HAL vs PTEN
+94.7%
+17.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | -0.3% |
| 7D | -1.3% | -1.7% | +0.3% | -0.5% |
| 30D | +10.9% | +18.6% | -7.7% | +0.4% |
| 3M | -5.8% | +12.5% | -18.3% | -13.4% |
| 6M | +8.1% | +41.9% | -33.7% | -14.4% |
| YTD | +33.2% | +117.8% | -84.6% | -18.1% |
| 1Y | +74.2% | +145.3% | -71.2% | -1.2% |
| 3Y | -3.7% | -2.8% | -0.9% | -12.2% |
| 5Y | +111.9% | +93.4% | +18.5% | +27.1% |
| All | +111.9% | +94.7% | +17.2% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling