-93.4%
HTZ vs PTEN
+34.5%
-127.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -9.4% | +18.5% | +11.5% |
| 7D | +18.9% | -15.5% | +34.4% | +23.2% |
| 30D | +26.3% | -7.8% | +34.0% | +27.3% |
| 3M | +49.7% | +6.4% | +43.3% | +44.2% |
| 6M | -61.1% | -11.9% | -49.2% | -60.9% |
| YTD | -56.0% | +79.4% | -135.4% | -65.2% |
| 1Y | -66.4% | +84.9% | -151.3% | -73.7% |
| 3Y | -75.8% | -6.4% | -69.4% | -78.0% |
| All | -93.4% | +34.5% | -127.9% | -95.1% |
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