+66.1%
HST vs PTEN
-1.7%
+67.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.2% |
| 7D | +2.0% | -1.0% | +3.0% | +2.1% |
| 30D | -5.2% | +29.3% | -34.5% | -9.3% |
| 3M | -6.2% | +7.2% | -13.5% | -7.7% |
| 6M | +20.4% | +43.5% | -23.1% | +9.9% |
| YTD | +30.6% | +113.2% | -82.6% | +8.0% |
| 1Y | +37.4% | +135.1% | -97.7% | +9.8% |
| 3Y | +66.1% | -4.8% | +71.0% | +49.1% |
| All | +66.1% | -1.7% | +67.8% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling