+185.9%
HALO vs PTEN
-3.7%
+189.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -2.7% | +3.5% | -6.2% | -2.9% |
| 30D | +5.3% | +17.5% | -12.2% | +4.4% |
| 3M | +51.6% | +12.7% | +38.8% | +50.4% |
| 6M | +61.3% | +33.1% | +28.2% | +57.3% |
| YTD | +59.3% | +116.4% | -57.2% | +48.1% |
| 1Y | +38.3% | +141.2% | -102.9% | +26.5% |
| 3Y | +185.9% | -3.8% | +189.7% | +178.3% |
| All | +185.9% | -3.7% | +189.6% | +178.3% |
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