+1,533.3%
LITE vs PTEN
-43.5%
+1,576.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.6% | +11.3% | +10.8% |
| 7D | -12.9% | -16.4% | +3.5% | -9.2% |
| 30D | -46.0% | -12.8% | -33.1% | -44.0% |
| 3M | -33.0% | +0.7% | -33.7% | -33.0% |
| 6M | -34.0% | -12.2% | -21.9% | -32.3% |
| YTD | +61.7% | +66.1% | -4.3% | +44.0% |
| 1Y | +148.3% | +69.2% | +79.1% | +120.3% |
| 3Y | +1,408.5% | -8.2% | +1,416.7% | +1,370.9% |
| 5Y | +546.2% | +19.2% | +527.0% | +470.6% |
| 10Y | +1,533.3% | -45.6% | +1,578.9% | +1,347.7% |
| All | +1,533.3% | -43.5% | +1,576.8% | +1,347.7% |
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