+162.1%
LTH vs PTEN
+41.7%
+120.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.7% | +1.8% |
| 7D | -1.3% | +10.6% | -11.9% | -2.5% |
| 30D | +15.7% | -4.9% | +20.6% | +16.0% |
| 3M | +5.0% | +1.4% | +3.5% | +4.2% |
| 6M | +37.7% | -7.0% | +44.7% | +37.3% |
| YTD | +75.0% | +84.8% | -9.8% | +53.8% |
| 1Y | +82.6% | +95.7% | -13.0% | +58.7% |
| 3Y | +241.3% | +2.0% | +239.3% | +219.6% |
| 5Y | +135.4% | +48.0% | +87.5% | +96.5% |
| All | +162.1% | +41.7% | +120.3% | +118.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling