+1,773.8%
HWM vs PTEN
-32.5%
+1,806.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.2% |
| 7D | -2.1% | +0.7% | -2.8% | -2.4% |
| 30D | -11.0% | +31.2% | -42.2% | -17.3% |
| 3M | +4.0% | +2.0% | +2.0% | +1.9% |
| 6M | -0.2% | +42.4% | -42.6% | -12.2% |
| YTD | +26.7% | +109.2% | -82.5% | -0.2% |
| 1Y | +44.7% | +122.3% | -77.6% | +11.2% |
| 3Y | +426.1% | -5.6% | +431.7% | +385.5% |
| 5Y | +738.5% | +86.5% | +652.0% | +481.7% |
| All | +1,773.8% | -32.5% | +1,806.3% | +1,130.4% |
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