+246.7%
THC vs PTEN
-1.7%
+248.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.4% |
| 7D | -2.6% | -1.0% | -1.5% | -2.5% |
| 30D | -1.2% | +29.3% | -30.5% | -3.0% |
| 3M | +58.9% | +7.2% | +51.7% | +58.2% |
| 6M | +9.3% | +43.5% | -34.2% | +3.6% |
| YTD | +30.4% | +113.2% | -82.9% | +15.8% |
| 1Y | +34.6% | +135.1% | -100.5% | +17.0% |
| 3Y | +246.7% | -4.8% | +251.5% | +234.8% |
| All | +246.7% | -1.7% | +248.4% | +234.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling