+143.5%
LTH vs PTEN
+60.5%
+83.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.5% |
| 7D | -0.6% | +0.7% | -1.4% | -0.8% |
| 30D | -4.6% | +31.2% | -35.8% | -8.3% |
| 3M | +32.8% | +2.0% | +30.8% | +31.7% |
| 6M | +64.6% | +42.4% | +22.2% | +53.1% |
| YTD | +62.6% | +109.2% | -46.6% | +41.3% |
| 1Y | +49.9% | +122.3% | -72.4% | +27.9% |
| 3Y | +151.3% | -5.6% | +156.9% | +140.6% |
| All | +143.5% | +60.5% | +83.1% | +100.4% |
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 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