+49.9%
LTH vs PTEN
+135.2%
-85.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.3% |
| 7D | -0.6% | +0.7% | -1.4% | -0.6% |
| 30D | -4.6% | +31.2% | -35.8% | -2.5% |
| 3M | +32.8% | +2.0% | +30.8% | +34.5% |
| 6M | +64.6% | +42.4% | +22.2% | +63.2% |
| YTD | +62.6% | +109.2% | -46.6% | +56.7% |
| 1Y | +49.9% | +122.3% | -72.4% | +43.5% |
| All | +49.9% | +135.2% | -85.3% | +43.5% |
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