+241.3%
LTH vs PTEN
+2.7%
+238.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.7% | +1.9% |
| 7D | -1.3% | +10.6% | -11.9% | -2.0% |
| 30D | +15.7% | -4.9% | +20.6% | +15.9% |
| 3M | +5.0% | +1.4% | +3.5% | +4.5% |
| 6M | +37.7% | -7.0% | +44.7% | +37.9% |
| YTD | +75.0% | +84.8% | -9.8% | +55.8% |
| 1Y | +82.6% | +95.7% | -13.0% | +60.8% |
| 3Y | +241.3% | +2.0% | +239.3% | +242.9% |
| All | +241.3% | +2.7% | +238.6% | +242.9% |
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