-58.5%
HUBS vs PTEN
-3.7%
-54.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -9.0% | +3.5% | -12.5% | -9.4% |
| 30D | +7.2% | +17.5% | -10.3% | +4.9% |
| 3M | +20.9% | +12.7% | +8.1% | +18.6% |
| 6M | -13.0% | +33.1% | -46.1% | -17.7% |
| YTD | -43.8% | +116.4% | -160.3% | -52.7% |
| 1Y | -54.6% | +141.2% | -195.8% | -63.0% |
| 3Y | -58.5% | -3.8% | -54.7% | -62.1% |
| All | -58.5% | -3.7% | -54.7% | -62.1% |
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 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