+99.3%
HLT vs PTEN
-3.7%
+103.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -1.6% | +3.5% | -5.1% | -1.9% |
| 30D | -5.0% | +17.5% | -22.6% | -6.4% |
| 3M | -10.4% | +12.7% | -23.1% | -11.5% |
| 6M | +3.2% | +33.1% | -29.8% | -1.2% |
| YTD | +6.7% | +116.4% | -109.7% | -5.9% |
| 1Y | +10.3% | +141.2% | -130.9% | -5.3% |
| 3Y | +99.3% | -3.8% | +103.1% | +83.7% |
| All | +99.3% | -3.7% | +103.1% | +83.7% |
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