+102.2%
HAS vs PTEN
-44.3%
+146.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.5% |
| 7D | +3.3% | -14.5% | +17.7% | +5.3% |
| 30D | +30.5% | -11.1% | +41.7% | +32.1% |
| 3M | +29.9% | -7.8% | +37.7% | +30.4% |
| 6M | +26.5% | -10.5% | +37.0% | +26.8% |
| YTD | +51.9% | +69.3% | -17.3% | +37.6% |
| 1Y | +60.9% | +70.5% | -9.6% | +45.3% |
| 3Y | +215.0% | -7.1% | +222.1% | +201.3% |
| 5Y | +51.5% | +29.1% | +22.4% | +33.3% |
| 10Y | +102.2% | -44.5% | +146.8% | +58.9% |
| All | +102.2% | -44.3% | +146.6% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling