+332.5%
HBM vs PTEN
+87.9%
+244.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -3.3% | +3.5% | -6.8% | -4.3% |
| 30D | -4.8% | +17.5% | -22.4% | -9.9% |
| 3M | -0.4% | +12.7% | -13.2% | -5.5% |
| 6M | +17.9% | +33.1% | -15.2% | +2.2% |
| YTD | +33.7% | +116.4% | -82.7% | -4.8% |
| 1Y | +95.6% | +141.2% | -45.6% | +31.4% |
| 3Y | +458.1% | -3.8% | +461.9% | +412.3% |
| All | +332.5% | +87.9% | +244.6% | +202.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling