+1,042.1%
HST vs PTEN
+1,889.0%
-846.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -1.0% | +0.7% | -1.7% | -1.2% |
| 30D | -12.3% | +31.2% | -43.5% | -17.9% |
| 3M | -6.4% | +2.0% | -8.4% | -8.1% |
| 6M | +15.0% | +42.4% | -27.4% | +3.4% |
| YTD | +30.5% | +109.2% | -78.7% | +7.1% |
| 1Y | +35.7% | +122.3% | -86.6% | +9.0% |
| 3Y | +68.4% | -5.6% | +73.9% | +57.5% |
| 5Y | +73.1% | +86.5% | -13.4% | +30.3% |
| 10Y | +92.7% | -22.1% | +114.9% | +41.4% |
| All | +1,042.1% | +1,889.0% | -846.9% | +484.6% |
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 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