+577.9%
HWM vs PTEN
+49.0%
+528.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.5% |
| 7D | +7.3% | +10.6% | -3.3% | +5.4% |
| 30D | +1.6% | -4.9% | +6.5% | +2.0% |
| 3M | -21.9% | +1.4% | -23.3% | -22.8% |
| 6M | -19.0% | -7.0% | -12.0% | -19.6% |
| YTD | +7.9% | +84.8% | -76.8% | -9.9% |
| 1Y | +9.9% | +95.7% | -85.7% | -9.7% |
| 3Y | +342.1% | +2.0% | +340.2% | +302.8% |
| All | +577.9% | +49.0% | +528.9% | +409.7% |
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 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