+121.3%
HBM vs PTEN
+135.2%
-13.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -1.0% |
| 7D | -6.4% | +0.7% | -7.1% | -6.3% |
| 30D | +5.9% | +31.2% | -25.3% | +8.0% |
| 3M | -8.9% | +2.0% | -10.9% | -9.4% |
| 6M | +10.7% | +42.4% | -31.7% | +10.5% |
| YTD | +38.3% | +109.2% | -70.9% | +32.1% |
| 1Y | +121.3% | +122.3% | -1.0% | +107.1% |
| All | +121.3% | +135.2% | -13.9% | +107.1% |
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