+133.8%
LTH vs PTEN
+66.0%
+67.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -4.0% | +3.5% | -7.5% | -4.5% |
| 30D | -5.3% | +17.5% | -22.8% | -7.4% |
| 3M | +19.0% | +12.7% | +6.3% | +16.4% |
| 6M | +55.8% | +33.1% | +22.7% | +46.8% |
| YTD | +56.1% | +116.4% | -60.3% | +35.0% |
| 1Y | +41.3% | +141.2% | -99.9% | +19.0% |
| 3Y | +156.6% | -3.8% | +160.4% | +145.3% |
| All | +133.8% | +66.0% | +67.8% | +91.5% |
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 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