+36.1%
HST vs PTEN
+148.3%
-112.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.4% |
| 7D | +0.9% | +3.5% | -2.6% | +1.0% |
| 30D | -2.5% | +17.5% | -20.0% | -1.9% |
| 3M | -5.1% | +12.7% | -17.9% | -4.2% |
| 6M | +21.6% | +33.1% | -11.5% | +21.0% |
| YTD | +31.6% | +116.4% | -84.8% | +22.1% |
| 1Y | +36.1% | +141.2% | -105.0% | +23.0% |
| All | +36.1% | +148.3% | -112.2% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling