+162.0%
LTH vs PTEN
-1.7%
+163.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -1.9% |
| 7D | +1.5% | -1.0% | +2.5% | +1.6% |
| 30D | -3.1% | +29.3% | -32.3% | -5.5% |
| 3M | +28.1% | +7.2% | +20.9% | +27.1% |
| 6M | +67.4% | +43.5% | +23.9% | +57.6% |
| YTD | +59.8% | +113.2% | -53.5% | +40.7% |
| 1Y | +45.6% | +135.1% | -89.5% | +25.1% |
| 3Y | +162.0% | -4.8% | +166.8% | +157.2% |
| All | +162.0% | -1.7% | +163.7% | +157.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling