+793.9%
THC vs PTEN
+1,889.0%
-1,095.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +1.3% | +31.2% | -30.0% | -4.7% |
| 3M | +64.2% | +2.0% | +62.2% | +61.0% |
| 6M | +8.3% | +42.4% | -34.1% | -2.4% |
| YTD | +33.4% | +109.2% | -75.8% | +10.5% |
| 1Y | +37.7% | +122.3% | -84.6% | +11.7% |
| 3Y | +236.8% | -5.6% | +242.4% | +213.3% |
| 5Y | +249.3% | +86.5% | +162.8% | +162.2% |
| 10Y | +995.2% | -22.1% | +1,017.4% | +718.4% |
| All | +793.9% | +1,889.0% | -1,095.1% | +344.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling