+132.3%
HON vs PTEN
-15.6%
+147.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -3.5% | +3.5% | -6.9% | -3.9% |
| 30D | -13.8% | +17.5% | -31.3% | -15.9% |
| 3M | -11.7% | +12.7% | -24.4% | -13.9% |
| 6M | -18.7% | +33.1% | -51.8% | -23.6% |
| YTD | +0.2% | +116.4% | -116.2% | -12.8% |
| 1Y | -3.1% | +141.2% | -144.2% | -17.5% |
| 3Y | +17.0% | -3.8% | +20.8% | +11.1% |
| 5Y | +2.0% | +92.7% | -90.7% | -18.2% |
| All | +132.3% | -15.6% | +147.9% | +61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling