+119.5%
HL vs PTEN
+1,970.6%
-1,851.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.3% |
| 7D | +0.4% | -1.7% | +2.1% | +0.8% |
| 30D | +18.8% | +18.6% | +0.2% | +13.4% |
| 3M | +43.7% | +12.5% | +31.3% | +37.1% |
| 6M | -1.0% | +41.9% | -42.9% | -12.9% |
| YTD | +8.7% | +117.8% | -109.1% | -15.0% |
| 1Y | +105.0% | +145.3% | -40.3% | +53.6% |
| 3Y | +427.3% | -2.8% | +430.1% | +383.9% |
| 5Y | +249.3% | +93.4% | +155.9% | +152.5% |
| 10Y | +284.2% | -16.6% | +300.7% | +167.3% |
| All | +119.5% | +1,970.6% | -1,851.1% | -7.2% |
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 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