+689.2%
HAL vs PTEN
+1,889.0%
-1,199.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +2.9% | +0.7% | +2.2% | +2.5% |
| 30D | +17.0% | +31.2% | -14.2% | +1.8% |
| 3M | -9.7% | +2.0% | -11.7% | -11.9% |
| 6M | +8.6% | +42.4% | -33.8% | -11.4% |
| YTD | +33.0% | +109.2% | -76.2% | -10.7% |
| 1Y | +68.3% | +122.3% | -54.0% | +8.7% |
| 3Y | +0.1% | -5.6% | +5.7% | -5.4% |
| 5Y | +102.6% | +86.5% | +16.1% | +29.7% |
| 10Y | +3.8% | -22.1% | +26.0% | -17.3% |
| All | +689.2% | +1,889.0% | -1,199.8% | +173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling