+1,682.7%
HPQ vs PTEN
+1,927.4%
-244.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.8% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | +3.7% | +29.3% | -25.6% | -0.6% |
| 3M | +24.3% | +7.2% | +17.1% | +22.0% |
| 6M | +64.8% | +43.5% | +21.2% | +53.6% |
| YTD | +43.9% | +113.2% | -69.3% | +25.8% |
| 1Y | +11.7% | +135.1% | -123.4% | -4.3% |
| 3Y | +19.7% | -4.8% | +24.5% | +14.8% |
| 5Y | +32.2% | +94.6% | -62.4% | +9.2% |
| 10Y | +198.9% | -24.2% | +223.1% | +143.0% |
| All | +1,682.7% | +1,927.4% | -244.7% | +1,088.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling