+76.2%
PTEN vs HRB
+114.1%
-37.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +3.5% | -8.0% | +11.5% | +5.0% |
| 30D | +17.5% | -16.0% | +33.5% | +21.1% |
| 3M | +12.7% | +26.9% | -14.1% | +5.1% |
| 6M | +33.1% | +51.1% | -18.0% | +17.6% |
| YTD | +116.4% | +7.1% | +109.4% | +110.5% |
| 1Y | +141.2% | -9.6% | +150.8% | +146.8% |
| 3Y | -3.8% | +25.4% | -29.2% | -14.1% |
| All | +76.2% | +114.1% | -37.9% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling