+27.6%
LII vs PTEN
+90.4%
-62.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.2% |
| 7D | -0.7% | +0.7% | -1.4% | -0.8% |
| 30D | -12.6% | +31.2% | -43.8% | -14.9% |
| 3M | -24.4% | +2.0% | -26.5% | -24.8% |
| 6M | -28.7% | +42.4% | -71.1% | -32.3% |
| YTD | -19.1% | +109.2% | -128.3% | -27.0% |
| 1Y | -29.7% | +122.3% | -152.0% | -37.3% |
| 3Y | +4.8% | -5.6% | +10.3% | -0.6% |
| All | +27.6% | +90.4% | -62.8% | +11.3% |
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