+1,580.3%
LLY vs PTEN
-21.6%
+1,601.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.1% |
| 7D | -3.1% | -1.7% | -1.4% | -3.0% |
| 30D | -8.6% | +18.6% | -27.2% | -9.3% |
| 3M | -1.6% | +12.5% | -14.1% | -2.4% |
| 6M | +11.8% | +41.9% | -30.0% | +9.5% |
| YTD | +5.1% | +117.8% | -112.7% | +0.6% |
| 1Y | +50.7% | +145.3% | -94.6% | +43.0% |
| 3Y | +95.7% | -2.8% | +98.5% | +92.1% |
| 5Y | +390.2% | +93.4% | +296.8% | +358.1% |
| 10Y | +1,580.3% | -16.6% | +1,596.9% | +1,442.0% |
| All | +1,580.3% | -21.6% | +1,601.9% | +1,442.0% |
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 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