+406.6%
LUMN vs PTEN
-3.7%
+410.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +2.5% | +3.5% | -1.0% | +1.3% |
| 30D | +10.3% | +17.5% | -7.2% | +4.3% |
| 3M | -18.3% | +12.7% | -31.0% | -22.3% |
| 6M | +4.4% | +33.1% | -28.7% | -9.1% |
| YTD | -10.7% | +116.4% | -127.1% | -36.7% |
| 1Y | +14.0% | +141.2% | -127.2% | -23.1% |
| 3Y | +406.6% | -3.8% | +410.4% | +341.6% |
| All | +406.6% | -3.7% | +410.3% | +341.6% |
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