-86.5%
HTZ vs PTEN
-8.3%
-78.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +1.6% |
| 7D | +7.5% | +0.7% | +6.8% | +7.2% |
| 30D | +47.4% | +31.2% | +16.2% | +34.9% |
| 3M | -54.9% | +2.0% | -56.9% | -55.5% |
| 6M | -47.0% | +42.4% | -89.4% | -55.2% |
| YTD | -55.3% | +109.2% | -164.4% | -68.0% |
| 1Y | -57.6% | +122.3% | -179.9% | -71.4% |
| All | -86.5% | -8.3% | -78.2% | -88.5% |
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