+126.5%
HSY vs PTEN
-15.6%
+142.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +0.1% | +3.5% | -3.4% | 0.0% |
| 30D | -5.2% | +17.5% | -22.7% | -5.6% |
| 3M | -3.4% | +12.7% | -16.1% | -3.8% |
| 6M | -19.2% | +33.1% | -52.3% | -20.1% |
| YTD | -2.6% | +116.4% | -119.1% | -5.4% |
| 1Y | -3.8% | +141.2% | -144.9% | -7.0% |
| 3Y | -10.6% | -3.8% | -6.8% | -11.6% |
| 5Y | +12.3% | +92.7% | -80.4% | +7.2% |
| All | +126.5% | -15.6% | +142.1% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling