+60.4%
HCA vs PTEN
-3.7%
+64.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | +5.4% | +3.5% | +2.0% | +5.4% |
| 30D | +3.0% | +17.5% | -14.6% | +2.9% |
| 3M | +13.0% | +12.7% | +0.3% | +13.2% |
| 6M | -20.3% | +33.1% | -53.3% | -20.9% |
| YTD | -8.2% | +116.4% | -124.7% | -11.3% |
| 1Y | +6.7% | +141.2% | -134.5% | +2.2% |
| 3Y | +60.4% | -3.8% | +64.2% | +62.0% |
| All | +60.4% | -3.7% | +64.1% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling