+389.9%
HWM vs PTEN
-1.7%
+391.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +1.9% | -12.6% | -11.0% |
| 7D | -9.2% | -1.0% | -8.1% | -9.1% |
| 30D | -17.9% | +29.3% | -47.2% | -21.3% |
| 3M | -6.0% | +7.2% | -13.3% | -7.7% |
| 6M | -7.4% | +43.5% | -50.9% | -16.1% |
| YTD | +13.1% | +113.2% | -100.1% | -7.9% |
| 1Y | +29.3% | +135.1% | -105.8% | +1.7% |
| 3Y | +389.9% | -4.8% | +394.8% | +340.2% |
| All | +389.9% | -1.7% | +391.6% | +340.2% |
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