+246.3%
HPE vs PTEN
-3.4%
+249.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.2% | -6.0% | -6.2% |
| 7D | +1.4% | +2.8% | -1.4% | +0.8% |
| 30D | +1.5% | +17.6% | -16.0% | -2.8% |
| 3M | +21.7% | +8.2% | +13.6% | +18.2% |
| 6M | +164.2% | +38.1% | +126.1% | +136.5% |
| YTD | +132.1% | +117.3% | +14.8% | +81.4% |
| 1Y | +130.6% | +146.1% | -15.4% | +71.9% |
| All | +246.3% | -3.4% | +249.7% | +191.5% |
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