+32.8%
LDOS vs PTEN
-13.8%
+46.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -7.2% | -25.5% | +18.3% | -4.9% |
| 30D | +16.8% | -11.7% | +28.5% | +17.8% |
| 3M | -1.6% | -0.5% | -1.1% | -2.1% |
| 6M | -1.0% | -12.9% | +11.9% | -0.5% |
| YTD | -25.8% | +67.1% | -92.9% | -31.3% |
| 1Y | -31.1% | +70.5% | -101.6% | -36.4% |
| 3Y | +32.8% | -10.4% | +43.2% | +26.4% |
| All | +32.8% | -13.8% | +46.6% | +26.4% |
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 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