+116.4%
HPE vs PTEN
+79.8%
+36.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -9.4% | +3.7% | -4.1% |
| 7D | -17.0% | -15.5% | -1.5% | -14.6% |
| 30D | -26.7% | -7.8% | -18.9% | -25.6% |
| 3M | -4.1% | +6.4% | -10.5% | -4.8% |
| 6M | +75.4% | -11.9% | +87.3% | +78.5% |
| YTD | +111.0% | +79.4% | +31.6% | +83.2% |
| 1Y | +116.4% | +84.9% | +31.5% | +86.3% |
| All | +116.4% | +79.8% | +36.6% | +86.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling