+53,102.8%
HUBB vs PTEN
+1,965.8%
+51,137.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -1.7% | +2.8% | -4.5% | -2.1% |
| 30D | -12.7% | +17.6% | -30.2% | -15.0% |
| 3M | -2.9% | +8.2% | -11.1% | -5.0% |
| 6M | -4.8% | +38.1% | -42.9% | -11.0% |
| YTD | +2.8% | +117.3% | -114.5% | -10.8% |
| 1Y | +3.5% | +146.1% | -142.6% | -12.3% |
| 3Y | +43.5% | -3.0% | +46.6% | +36.9% |
| 5Y | +154.2% | +93.5% | +60.7% | +106.1% |
| 10Y | +434.0% | -16.8% | +450.8% | +318.8% |
| All | +53,102.8% | +1,965.8% | +51,137.0% | +32,022.6% |
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