-13.4%
KHC vs PTEN
+94.7%
-108.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.3% |
| 7D | -4.8% | -1.7% | -3.1% | -4.7% |
| 30D | +0.3% | +18.6% | -18.3% | -0.4% |
| 3M | +6.7% | +12.5% | -5.7% | +6.2% |
| 6M | +4.2% | +41.9% | -37.7% | +2.0% |
| YTD | +6.7% | +117.8% | -111.0% | +1.9% |
| 1Y | -1.4% | +145.3% | -146.7% | -6.8% |
| 3Y | -11.8% | -2.8% | -8.9% | -13.4% |
| 5Y | -13.4% | +93.4% | -106.8% | -20.7% |
| All | -13.4% | +94.7% | -108.0% | -20.7% |
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