+555.0%
LITE vs PTEN
+131.4%
+423.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.9% | +9.1% | +10.5% |
| 7D | +12.6% | -1.0% | +13.6% | +12.9% |
| 30D | +9.9% | +29.3% | -19.4% | +2.3% |
| 3M | +9.3% | +7.2% | +2.0% | +6.7% |
| 6M | +75.2% | +43.5% | +31.7% | +54.6% |
| YTD | +165.5% | +113.2% | +52.2% | +104.3% |
| 1Y | +555.0% | +135.1% | +419.9% | +387.0% |
| All | +555.0% | +131.4% | +423.6% | +387.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling