-10.7%
KHC vs PTEN
+2.7%
-13.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.5% |
| 7D | +2.0% | +10.6% | -8.6% | +1.9% |
| 30D | +10.6% | -4.9% | +15.6% | +10.5% |
| 3M | +0.5% | +1.4% | -0.9% | +0.3% |
| 6M | +12.1% | -7.0% | +19.1% | +12.3% |
| YTD | +8.9% | +84.8% | -75.9% | +5.0% |
| 1Y | +7.5% | +95.7% | -88.2% | +3.2% |
| 3Y | -10.7% | +2.0% | -12.7% | -13.8% |
| All | -10.7% | +2.7% | -13.5% | -13.8% |
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