+46.6%
HUBB vs PTEN
-3.7%
+50.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -0.1% | +3.5% | -3.5% | -0.6% |
| 30D | -10.0% | +17.5% | -27.5% | -12.5% |
| 3M | -1.6% | +12.7% | -14.3% | -4.1% |
| 6M | -3.1% | +33.1% | -36.2% | -10.1% |
| YTD | +4.6% | +116.4% | -111.9% | -13.9% |
| 1Y | +3.3% | +141.2% | -137.8% | -17.9% |
| 3Y | +46.6% | -3.8% | +50.4% | +33.8% |
| All | +46.6% | -3.7% | +50.3% | +33.8% |
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 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