+60.9%
HAS vs PTEN
+69.7%
-8.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.9% |
| 7D | +3.3% | -14.5% | +17.7% | +2.2% |
| 30D | +30.5% | -11.1% | +41.7% | +29.7% |
| 3M | +29.9% | -7.8% | +37.7% | +29.4% |
| 6M | +26.5% | -10.5% | +37.0% | +26.3% |
| YTD | +51.9% | +69.3% | -17.3% | +42.7% |
| 1Y | +60.9% | +70.5% | -9.6% | +51.4% |
| All | +60.9% | +69.7% | -8.8% | +51.4% |
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