+26.8%
HWM vs PTEN
+145.3%
-118.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.7% | +0.6% |
| 7D | -8.0% | -1.7% | -6.4% | -8.1% |
| 30D | -18.0% | +18.6% | -36.6% | -17.1% |
| 3M | -9.5% | +12.5% | -22.0% | -9.0% |
| 6M | -8.4% | +41.9% | -50.2% | -9.9% |
| YTD | +13.6% | +117.8% | -104.2% | +3.2% |
| All | +26.8% | +145.3% | -118.5% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling