+1,232.6%
HST vs PTEN
+1,656.8%
-424.1%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.7% |
| 7D | +3.6% | +10.6% | -7.0% | +1.3% |
| 30D | +11.2% | -4.9% | +16.1% | +11.8% |
| 3M | +13.1% | +1.4% | +11.7% | +11.6% |
| 6M | +23.9% | -7.0% | +30.9% | +23.0% |
| YTD | +52.3% | +84.8% | -32.5% | +27.5% |
| 1Y | +56.7% | +95.7% | -39.0% | +29.3% |
| 3Y | +87.5% | +2.0% | +85.5% | +71.8% |
| 5Y | +82.8% | +48.0% | +34.8% | +44.6% |
| 10Y | +134.6% | -38.3% | +172.9% | +80.5% |
| All | +1,232.6% | +1,656.8% | -424.1% | +595.8% |
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