+417.3%
LIN vs PTC
+326.2%
+91.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +7.6% | +0.7% | +6.8% | +7.4% |
| 3M | +6.5% | +32.6% | -26.1% | -2.8% |
| 6M | +6.2% | +33.6% | -27.4% | -4.1% |
| YTD | +23.2% | +12.4% | +10.8% | +16.5% |
| 1Y | +25.4% | +11.2% | +14.2% | +18.9% |
| 3Y | +38.3% | +31.7% | +6.6% | +20.6% |
| 5Y | +64.4% | +60.1% | +4.4% | +31.9% |
| 10Y | +417.3% | +317.2% | +100.1% | +194.7% |
| All | +417.3% | +326.2% | +91.1% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling