-93.4%
HTZ vs PTEN
+13.0%
-106.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.6% | -14.2% | -19.2% |
| 7D | -7.7% | -21.6% | +13.9% | -2.4% |
| 30D | -13.1% | -12.8% | -0.3% | -10.8% |
| 3M | +14.7% | +5.1% | +9.6% | +11.4% |
| 6M | -70.6% | -18.5% | -52.2% | -69.8% |
| YTD | -65.2% | +67.6% | -132.8% | -71.6% |
| 1Y | -73.2% | +71.1% | -144.2% | -78.3% |
| 3Y | -80.8% | -12.6% | -68.3% | -82.2% |
| 5Y | -94.8% | +24.0% | -118.8% | -95.8% |
| All | -93.4% | +13.0% | -106.4% | -94.4% |
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