+1,513.6%
HWM vs PTEN
-42.0%
+1,555.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.0% |
| 7D | +11.1% | +7.2% | +3.9% | +9.2% |
| 30D | +3.0% | -7.4% | +10.3% | +4.3% |
| 3M | -20.7% | -2.4% | -18.3% | -21.2% |
| 6M | -17.2% | -10.0% | -7.2% | -17.3% |
| YTD | +9.1% | +79.7% | -70.7% | -11.6% |
| 1Y | +9.0% | +86.5% | -77.5% | -12.7% |
| 3Y | +353.8% | -1.4% | +355.2% | +310.6% |
| 5Y | +608.0% | +43.9% | +564.1% | +424.7% |
| 10Y | +1,510.3% | -40.0% | +1,550.4% | +987.5% |
| All | +1,513.6% | -42.0% | +1,555.6% | +990.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling