-9.0%
HUM vs PTEN
-3.7%
-5.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.3% |
| 7D | +2.1% | +3.5% | -1.4% | +1.8% |
| 30D | +5.4% | +17.5% | -12.1% | +3.9% |
| 3M | +11.4% | +12.7% | -1.3% | +10.0% |
| 6M | +141.5% | +33.1% | +108.4% | +134.7% |
| YTD | +61.2% | +116.4% | -55.3% | +50.7% |
| 1Y | +49.2% | +141.2% | -92.0% | +38.3% |
| 3Y | -9.0% | -3.8% | -5.2% | -14.6% |
| All | -9.0% | -3.7% | -5.3% | -14.6% |
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 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