+156.6%
LTH vs PTEN
+37.9%
+118.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.4% | -6.6% | -4.5% |
| 7D | -4.6% | +7.2% | -11.9% | -5.5% |
| 30D | +14.8% | -7.4% | +22.2% | +15.5% |
| 3M | +3.9% | -2.4% | +6.3% | +3.6% |
| 6M | +35.5% | -10.0% | +45.5% | +35.7% |
| YTD | +71.3% | +79.7% | -8.4% | +51.1% |
| 1Y | +75.7% | +86.5% | -10.8% | +53.7% |
| 3Y | +231.9% | -1.4% | +233.3% | +212.2% |
| 5Y | +130.5% | +43.9% | +86.5% | +93.0% |
| All | +156.6% | +37.9% | +118.7% | +114.3% |
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