+135.2%
LTH vs PTEN
+67.1%
+68.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.0% |
| 7D | -4.0% | -1.7% | -2.3% | -3.8% |
| 30D | -1.7% | +18.6% | -20.3% | -4.0% |
| 3M | +28.0% | +12.5% | +15.5% | +25.2% |
| 6M | +54.1% | +41.9% | +12.2% | +43.6% |
| YTD | +57.1% | +117.8% | -60.7% | +35.7% |
| 1Y | +45.8% | +145.3% | -99.5% | +22.4% |
| 3Y | +157.6% | -2.8% | +160.4% | +145.8% |
| All | +135.2% | +67.1% | +68.1% | +92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling