+38.3%
HALO vs PTEN
+148.3%
-110.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -2.7% | +3.5% | -6.2% | -2.5% |
| 30D | +5.3% | +17.5% | -12.2% | +6.6% |
| 3M | +51.6% | +12.7% | +38.8% | +53.2% |
| 6M | +61.3% | +33.1% | +28.2% | +64.5% |
| YTD | +59.3% | +116.4% | -57.2% | +63.8% |
| 1Y | +38.3% | +141.2% | -102.9% | +41.8% |
| All | +38.3% | +148.3% | -110.0% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling