+1,547.2%
HWM vs PTEN
-29.9%
+1,577.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -12.5% | +2.8% | -15.3% | -13.2% |
| 30D | -19.0% | +17.6% | -36.6% | -22.5% |
| 3M | -8.6% | +8.2% | -16.8% | -11.6% |
| 6M | -10.2% | +38.1% | -48.3% | -20.3% |
| YTD | +11.3% | +117.3% | -106.0% | -13.1% |
| 1Y | +24.3% | +146.1% | -121.8% | -7.1% |
| 3Y | +382.3% | -3.0% | +385.3% | +342.1% |
| 5Y | +640.6% | +93.5% | +547.2% | +408.8% |
| All | +1,547.2% | -29.9% | +1,577.1% | +970.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling