+243.8%
HPQ vs PTEN
-15.6%
+259.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.4% | +8.8% | +8.5% |
| 7D | +9.8% | +3.5% | +6.3% | +9.1% |
| 30D | +22.4% | +17.5% | +4.8% | +18.5% |
| 3M | +45.2% | +12.7% | +32.4% | +40.7% |
| 6M | +96.4% | +33.1% | +63.3% | +83.2% |
| YTD | +65.4% | +116.4% | -51.0% | +40.1% |
| 1Y | +31.6% | +141.2% | -109.6% | +8.6% |
| 3Y | +37.0% | -3.8% | +40.8% | +29.4% |
| 5Y | +53.0% | +92.7% | -39.7% | +20.9% |
| All | +243.8% | -15.6% | +259.5% | +152.3% |
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 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