+396.0%
HPE vs PTEN
+87.9%
+308.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.4% | +12.8% | +12.5% |
| 7D | +19.4% | +3.5% | +15.9% | +18.5% |
| 30D | +5.6% | +17.5% | -11.9% | +1.5% |
| 3M | +33.1% | +12.7% | +20.3% | +28.2% |
| 6M | +192.5% | +33.1% | +159.4% | +168.1% |
| YTD | +160.9% | +116.4% | +44.5% | +112.0% |
| 1Y | +155.0% | +141.2% | +13.8% | +100.3% |
| 3Y | +289.4% | -3.8% | +293.2% | +258.2% |
| All | +396.0% | +87.9% | +308.1% | +264.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling