+64.7%
LH vs PTEN
-3.1%
+67.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.3% |
| 7D | -3.2% | -1.7% | -1.5% | -3.1% |
| 30D | +0.1% | +18.6% | -18.4% | -1.0% |
| 3M | +18.6% | +12.5% | +6.2% | +17.7% |
| 6M | +17.9% | +41.9% | -23.9% | +13.7% |
| YTD | +28.9% | +117.8% | -88.8% | +18.6% |
| 1Y | +16.6% | +145.3% | -128.7% | +5.6% |
| All | +64.7% | -3.1% | +67.8% | +56.1% |
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 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