+168.9%
LII vs PTEN
-41.7%
+210.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.5% |
| 7D | -2.3% | -2.2% | -0.1% | -2.1% |
| 30D | -1.7% | -8.0% | +6.4% | -1.3% |
| 3M | -18.3% | -5.0% | -13.2% | -18.4% |
| 6M | -32.3% | -10.6% | -21.7% | -32.4% |
| YTD | -27.1% | +75.5% | -102.6% | -32.8% |
| 1Y | -27.2% | +70.2% | -97.4% | -32.7% |
| 3Y | -8.9% | -3.7% | -5.2% | -12.7% |
| 5Y | +19.7% | +34.9% | -15.3% | +7.7% |
| 10Y | +168.9% | -41.4% | +210.3% | +133.6% |
| All | +168.9% | -41.7% | +210.5% | +133.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling