+73.9%
HST vs PTEN
+94.7%
-20.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.5% |
| 7D | -0.3% | -1.7% | +1.4% | 0.0% |
| 30D | -2.8% | +18.6% | -21.4% | -6.1% |
| 3M | -6.5% | +12.5% | -18.9% | -9.5% |
| 6M | +20.7% | +41.9% | -21.1% | +9.4% |
| YTD | +30.5% | +117.8% | -87.3% | +6.5% |
| 1Y | +36.8% | +145.3% | -108.5% | +7.6% |
| 3Y | +65.9% | -2.8% | +68.7% | +54.4% |
| 5Y | +73.9% | +93.4% | -19.5% | +25.7% |
| All | +73.9% | +94.7% | -20.7% | +25.7% |
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