+588.2%
HBM vs PTEN
-15.6%
+603.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -3.3% | +3.5% | -6.8% | -4.4% |
| 30D | -4.8% | +17.5% | -22.4% | -10.5% |
| 3M | -0.4% | +12.7% | -13.2% | -6.2% |
| 6M | +17.9% | +33.1% | -15.2% | +1.0% |
| YTD | +33.7% | +116.4% | -82.7% | -5.6% |
| 1Y | +95.6% | +141.2% | -45.6% | +30.5% |
| 3Y | +458.1% | -3.8% | +461.9% | +401.0% |
| 5Y | +329.0% | +92.7% | +236.3% | +173.7% |
| All | +588.2% | -15.6% | +603.8% | +382.4% |
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 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