+3,769.4%
HDB vs PTEN
+145.3%
+3,624.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | -2.8% | +31.2% | -34.0% | -8.1% |
| 3M | -3.5% | +2.0% | -5.6% | -5.1% |
| 6M | -24.7% | +42.4% | -67.1% | -31.5% |
| YTD | -36.6% | +109.2% | -145.8% | -46.8% |
| 1Y | -34.4% | +122.3% | -156.7% | -46.2% |
| 3Y | -24.4% | -5.6% | -18.8% | -29.6% |
| 5Y | -35.4% | +86.5% | -121.9% | -52.6% |
| 10Y | +39.5% | -22.1% | +61.7% | -4.7% |
| All | +3,769.4% | +145.3% | +3,624.1% | +2,115.6% |
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