+25.2%
LH vs PTEN
+89.3%
-64.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.4% |
| 7D | -7.4% | +2.8% | -10.2% | -7.5% |
| 30D | -4.6% | +17.6% | -22.2% | -5.5% |
| 3M | +14.5% | +8.2% | +6.3% | +13.9% |
| 6M | +14.8% | +38.1% | -23.3% | +11.8% |
| YTD | +23.3% | +117.3% | -94.0% | +16.0% |
| 1Y | +13.6% | +146.1% | -132.5% | +5.8% |
| 3Y | +56.3% | -3.0% | +59.4% | +50.9% |
| 5Y | +25.2% | +93.5% | -68.3% | +22.3% |
| All | +25.2% | +89.3% | -64.1% | +22.3% |
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