-38.2%
LEN vs PTEN
+135.2%
-173.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.1% |
| 7D | -3.2% | +0.7% | -3.9% | -3.1% |
| 30D | -4.9% | +31.2% | -36.1% | -1.9% |
| 3M | -8.5% | +2.0% | -10.5% | -6.6% |
| 6M | -20.7% | +42.4% | -63.1% | -20.6% |
| YTD | -17.4% | +109.2% | -126.6% | -21.9% |
| 1Y | -38.2% | +122.3% | -160.6% | -41.9% |
| All | -38.2% | +135.2% | -173.5% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling