+1,106.7%
LH vs PTEN
+1,927.4%
-820.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.6% | -0.8% |
| 7D | -0.8% | -1.0% | +0.2% | -0.7% |
| 30D | +2.0% | +29.3% | -27.3% | -0.9% |
| 3M | +24.3% | +7.2% | +17.0% | +22.6% |
| 6M | +21.1% | +43.5% | -22.5% | +15.0% |
| YTD | +30.4% | +113.2% | -82.8% | +18.4% |
| 1Y | +18.4% | +135.1% | -116.7% | +5.9% |
| 3Y | +65.5% | -4.8% | +70.3% | +59.7% |
| 5Y | +29.9% | +94.6% | -64.7% | +10.7% |
| 10Y | +186.6% | -24.2% | +210.8% | +136.2% |
| All | +1,106.7% | +1,927.4% | -820.7% | +505.4% |
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 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