+951.2%
HIG vs PTEN
+1,060.8%
-109.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -2.3% | +2.8% | -5.1% | -2.9% |
| 30D | -1.2% | +17.6% | -18.8% | -4.7% |
| 3M | +6.3% | +8.2% | -1.9% | +3.4% |
| 6M | +0.6% | +38.1% | -37.5% | -8.1% |
| YTD | +0.6% | +117.3% | -116.7% | -16.9% |
| 1Y | +6.1% | +146.1% | -140.0% | -15.4% |
| 3Y | +102.0% | -3.0% | +105.0% | +87.0% |
| 5Y | +119.2% | +93.5% | +25.8% | +61.6% |
| 10Y | +312.5% | -16.8% | +329.2% | +187.2% |
| All | +951.2% | +1,060.8% | -109.6% | +464.5% |
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