+392.8%
HL vs PTEN
-3.7%
+396.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -4.4% | +3.5% | -7.8% | -4.9% |
| 30D | +9.3% | +17.5% | -8.2% | +6.4% |
| 3M | +32.0% | +12.7% | +19.3% | +28.9% |
| 6M | -6.4% | +33.1% | -39.5% | -13.2% |
| YTD | +3.1% | +116.4% | -113.3% | -15.3% |
| 1Y | +77.6% | +141.2% | -63.6% | +40.1% |
| 3Y | +392.8% | -3.8% | +396.6% | +438.2% |
| All | +392.8% | -3.7% | +396.6% | +438.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling