-43.1%
KHC vs PTEN
-9.9%
-33.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | -1.8% | +0.7% | -2.5% | -1.8% |
| 30D | -1.9% | +31.2% | -33.1% | -4.2% |
| 3M | +14.4% | +2.0% | +12.4% | +13.7% |
| 6M | +8.7% | +42.4% | -33.7% | +4.5% |
| YTD | +7.8% | +109.2% | -101.4% | -0.1% |
| 1Y | -1.5% | +122.3% | -123.8% | -9.6% |
| 3Y | -9.9% | -5.6% | -4.3% | -12.3% |
| 5Y | -10.7% | +86.5% | -97.2% | -22.0% |
| 10Y | -55.7% | -22.1% | -33.6% | -64.1% |
| All | -43.1% | -9.9% | -33.2% | -56.0% |
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