+18.5%
HAS vs PTEN
+130.2%
-111.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.4% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | -2.7% | +29.3% | -32.0% | -2.5% |
| 3M | +8.9% | +7.2% | +1.7% | +9.2% |
| 6M | -2.9% | +43.5% | -46.5% | -5.3% |
| YTD | +12.6% | +113.2% | -100.6% | +2.2% |
| All | +18.5% | +130.2% | -111.6% | +4.5% |
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