+180.0%
HIMS vs PTEN
+72.0%
+108.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -1.4% | +2.8% | -4.2% | -1.7% |
| 30D | -10.1% | +17.6% | -27.6% | -11.8% |
| 3M | -1.2% | +8.2% | -9.4% | -2.8% |
| 6M | +16.9% | +38.1% | -21.2% | +10.4% |
| YTD | -15.5% | +117.3% | -132.8% | -24.8% |
| 1Y | -42.6% | +146.1% | -188.7% | -49.8% |
| 3Y | +320.2% | -3.0% | +323.2% | +295.8% |
| 5Y | +215.0% | +93.5% | +121.6% | +185.3% |
| All | +180.0% | +72.0% | +108.0% | +147.1% |
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 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