+1,499.9%
LITE vs PTEN
-43.7%
+1,543.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.2% |
| 7D | -13.9% | -14.5% | +0.6% | -10.7% |
| 30D | -46.9% | -11.1% | -35.8% | -45.2% |
| 3M | -28.0% | -7.8% | -20.2% | -26.4% |
| 6M | -35.2% | -10.5% | -24.7% | -33.8% |
| YTD | +58.9% | +69.3% | -10.4% | +40.9% |
| 1Y | +125.3% | +70.5% | +54.8% | +99.4% |
| 3Y | +1,344.4% | -7.1% | +1,351.5% | +1,304.1% |
| 5Y | +541.2% | +29.1% | +512.0% | +457.7% |
| All | +1,499.9% | -43.7% | +1,543.6% | +1,301.4% |
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 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