-46.7%
HUBS vs PTEN
+135.2%
-181.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -3.1% |
| 7D | -5.0% | +0.7% | -5.7% | -4.9% |
| 30D | -1.0% | +31.2% | -32.3% | +2.1% |
| 3M | +12.4% | +2.0% | +10.3% | +16.2% |
| 6M | -11.1% | +42.4% | -53.5% | -6.1% |
| YTD | -38.3% | +109.2% | -147.5% | -36.3% |
| 1Y | -46.7% | +122.3% | -169.0% | -47.3% |
| All | -46.7% | +135.2% | -181.9% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling