+171.4%
LII vs PTEN
-21.6%
+193.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -2.6% |
| 7D | +0.5% | -1.7% | +2.1% | +0.6% |
| 30D | -11.2% | +18.6% | -29.8% | -12.7% |
| 3M | -28.8% | +12.5% | -41.3% | -30.0% |
| 6M | -26.9% | +41.9% | -68.8% | -30.3% |
| YTD | -22.2% | +117.8% | -140.0% | -29.3% |
| 1Y | -32.0% | +145.3% | -177.3% | -39.2% |
| 3Y | -0.4% | -2.8% | +2.4% | -4.3% |
| 5Y | +22.4% | +93.4% | -71.0% | +6.7% |
| 10Y | +171.4% | -16.6% | +188.0% | +125.7% |
| All | +171.4% | -21.6% | +193.0% | +125.7% |
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