+51.0%
HPQ vs PTEN
+87.9%
-36.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +40.8% |
| 6M | +96.4% | +33.1% | +63.3% | +82.7% |
| YTD | +65.4% | +116.4% | -51.0% | +38.7% |
| 1Y | +31.6% | +141.2% | -109.6% | +7.2% |
| 3Y | +37.0% | -3.8% | +40.8% | +27.7% |
| All | +51.0% | +87.9% | -36.9% | +21.6% |
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