+86.1%
HUT vs PTEN
+94.7%
-8.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -4.3% |
| 7D | +18.9% | -1.7% | +20.6% | +19.3% |
| 30D | +12.0% | +18.6% | -6.6% | +4.9% |
| 3M | -14.9% | +12.5% | -27.3% | -19.7% |
| 6M | +96.8% | +41.9% | +54.9% | +63.5% |
| YTD | +108.8% | +117.8% | -9.0% | +44.8% |
| 1Y | +227.4% | +145.3% | +82.1% | +115.7% |
| 3Y | +760.3% | -2.8% | +763.1% | +658.1% |
| 5Y | +86.1% | +93.4% | -7.3% | +24.5% |
| All | +86.1% | +94.7% | -8.6% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling