-38.1%
HDB vs PTEN
+89.3%
-127.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -6.2% | +2.8% | -9.0% | -6.3% |
| 30D | -6.2% | +17.6% | -23.8% | -7.0% |
| 3M | -5.9% | +8.2% | -14.0% | -6.3% |
| 6M | -25.9% | +38.1% | -64.0% | -27.7% |
| YTD | -40.2% | +117.3% | -157.5% | -43.8% |
| 1Y | -38.0% | +146.1% | -184.1% | -42.4% |
| 3Y | -30.5% | -3.0% | -27.5% | -31.4% |
| 5Y | -38.1% | +93.5% | -131.6% | -45.1% |
| All | -38.1% | +89.3% | -127.4% | -45.1% |
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