+648.6%
HUBS vs PTEN
-42.9%
+691.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -9.0% | +3.5% | -12.5% | -9.5% |
| 30D | +7.2% | +17.5% | -10.3% | +4.5% |
| 3M | +20.9% | +12.7% | +8.1% | +17.5% |
| 6M | -13.0% | +33.1% | -46.1% | -17.9% |
| YTD | -43.8% | +116.4% | -160.3% | -51.2% |
| 1Y | -54.6% | +141.2% | -195.8% | -61.4% |
| 3Y | -58.5% | -3.8% | -54.7% | -60.5% |
| 5Y | -66.4% | +92.7% | -159.1% | -72.2% |
| 10Y | +319.2% | -17.1% | +336.3% | +219.1% |
| All | +648.6% | -42.9% | +691.5% | +434.3% |
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 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