+141.2%
PTEN vs HRB
-6.2%
+147.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.3% |
| 7D | +3.5% | -8.0% | +11.5% | +2.9% |
| 30D | +17.5% | -16.0% | +33.5% | +16.2% |
| 3M | +12.7% | +26.9% | -14.1% | +12.5% |
| 6M | +33.1% | +51.1% | -18.0% | +32.3% |
| YTD | +116.4% | +7.1% | +109.4% | +118.5% |
| 1Y | +141.2% | -9.6% | +150.8% | +140.4% |
| All | +141.2% | -6.2% | +147.3% | +140.4% |
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