+189.2%
HAS vs PTEN
-13.8%
+203.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.2% | -25.5% | +25.4% | +3.2% |
| 30D | +31.0% | -11.7% | +42.7% | +32.4% |
| 3M | +30.7% | -0.5% | +31.2% | +29.4% |
| 6M | +23.9% | -12.9% | +36.8% | +24.5% |
| YTD | +48.3% | +67.1% | -18.8% | +29.0% |
| 1Y | +60.2% | +70.5% | -10.3% | +38.3% |
| 3Y | +189.2% | -10.4% | +199.7% | +174.8% |
| All | +189.2% | -13.8% | +203.0% | +174.8% |
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