+597.4%
HAL vs PTEN
+1,608.7%
-1,011.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.7% |
| 7D | +2.6% | +7.2% | -4.6% | -0.9% |
| 30D | -0.1% | -7.4% | +7.3% | +2.9% |
| 3M | -1.1% | -2.4% | +1.3% | -1.1% |
| 6M | -20.7% | -10.0% | -10.7% | -18.6% |
| YTD | +17.5% | +79.7% | -62.2% | -15.7% |
| 1Y | +24.1% | +86.5% | -62.4% | -12.8% |
| 3Y | -8.4% | -1.4% | -7.0% | -15.8% |
| 5Y | +53.2% | +43.9% | +9.3% | +11.2% |
| 10Y | -17.2% | -40.0% | +22.8% | -25.8% |
| All | +597.4% | +1,608.7% | -1,011.3% | +157.6% |
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