+6,890.0%
HD vs PTEN
+1,568.7%
+5,321.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.3% |
| 7D | -1.2% | -2.2% | +1.0% | -1.0% |
| 30D | +20.9% | -8.0% | +28.9% | +21.4% |
| 3M | -0.2% | -5.0% | +4.9% | -0.2% |
| 6M | +14.5% | -10.6% | +25.1% | +14.4% |
| YTD | +4.3% | +75.5% | -71.2% | -3.8% |
| 1Y | -3.5% | +70.2% | -73.6% | -10.8% |
| 3Y | +30.1% | -3.7% | +33.8% | +24.8% |
| 5Y | +8.5% | +34.9% | -26.5% | -3.0% |
| 10Y | +245.3% | -41.4% | +286.7% | +196.4% |
| All | +6,890.0% | +1,568.7% | +5,321.4% | +4,456.8% |
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