+342.4%
HBAN vs PTEN
+1,965.8%
-1,623.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.9% | +2.8% | -4.7% | -2.5% |
| 30D | -5.9% | +17.6% | -23.4% | -9.2% |
| 3M | +0.2% | +8.2% | -7.9% | -2.5% |
| 6M | +6.6% | +38.1% | -31.5% | -2.7% |
| YTD | -1.7% | +117.3% | -119.0% | -18.9% |
| 1Y | -1.7% | +146.1% | -147.8% | -21.6% |
| 3Y | +74.9% | -3.0% | +77.9% | +64.5% |
| 5Y | +36.0% | +93.5% | -57.5% | +4.1% |
| 10Y | +156.9% | -16.8% | +173.7% | +93.2% |
| All | +342.4% | +1,965.8% | -1,623.5% | +150.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling