+155.3%
HBAN vs PTEN
-15.6%
+170.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | +3.5% | -4.5% | -1.9% |
| 30D | -5.6% | +17.5% | -23.1% | -9.7% |
| 3M | -1.1% | +12.7% | -13.9% | -5.5% |
| 6M | +9.9% | +33.1% | -23.2% | -1.2% |
| YTD | -0.9% | +116.4% | -117.4% | -22.5% |
| 1Y | -1.4% | +141.2% | -142.6% | -25.9% |
| 3Y | +78.2% | -3.8% | +82.0% | +64.6% |
| 5Y | +37.0% | +92.7% | -55.7% | -5.4% |
| All | +155.3% | -15.6% | +170.9% | +53.8% |
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 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