+92.6%
HAS vs PTEN
-38.4%
+131.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.1% |
| 7D | +1.4% | +10.6% | -9.2% | 0.0% |
| 30D | +26.3% | -4.9% | +31.2% | +26.6% |
| 3M | +25.6% | +1.4% | +24.2% | +24.5% |
| 6M | +30.3% | -7.0% | +37.3% | +29.9% |
| YTD | +50.4% | +84.8% | -34.4% | +34.6% |
| 1Y | +57.7% | +95.7% | -38.0% | +39.8% |
| 3Y | +213.4% | +2.0% | +211.4% | +196.1% |
| 5Y | +49.1% | +48.0% | +1.1% | +28.8% |
| All | +92.6% | -38.4% | +131.0% | +48.2% |
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