+41.5%
HDB vs PTEN
-15.6%
+57.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.4% | +7.3% | +6.9% |
| 7D | +0.7% | +3.5% | -2.8% | +0.3% |
| 30D | +1.0% | +17.5% | -16.5% | -0.7% |
| 3M | -2.0% | +12.7% | -14.7% | -3.6% |
| 6M | -18.1% | +33.1% | -51.2% | -21.5% |
| YTD | -36.1% | +116.4% | -152.6% | -42.2% |
| 1Y | -34.0% | +141.2% | -175.2% | -41.3% |
| 3Y | -26.7% | -3.8% | -22.9% | -29.2% |
| 5Y | -33.9% | +92.7% | -126.6% | -44.2% |
| All | +41.5% | -15.6% | +57.1% | +6.7% |
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