+84.9%
PTEN vs HRB
+16.9%
+68.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +4.4% | -13.7% | -9.0% |
| 7D | -15.5% | +16.0% | -31.5% | -14.6% |
| 30D | -7.8% | +32.1% | -39.9% | -6.2% |
| 3M | +6.4% | +21.5% | -15.1% | +7.4% |
| 6M | -11.9% | +82.1% | -93.9% | -11.9% |
| YTD | +79.4% | +31.6% | +47.8% | +91.0% |
| 1Y | +84.9% | +15.9% | +69.0% | +111.9% |
| All | +84.9% | +16.9% | +68.0% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling