+244.5%
THC vs PTEN
+88.2%
+156.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.5% |
| 7D | -2.6% | -1.0% | -1.5% | -2.5% |
| 30D | -1.2% | +29.3% | -30.5% | -4.6% |
| 3M | +58.9% | +7.2% | +51.7% | +56.5% |
| 6M | +9.3% | +43.5% | -34.2% | +1.6% |
| YTD | +30.4% | +113.2% | -82.9% | +12.9% |
| 1Y | +34.6% | +135.1% | -100.5% | +13.9% |
| 3Y | +246.7% | -4.8% | +251.5% | +232.3% |
| 5Y | +244.5% | +94.6% | +149.9% | +174.4% |
| All | +244.5% | +88.2% | +156.4% | +174.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling