+10,545.1%
LIN vs PTC
+1,103.4%
+9,441.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.1% | -0.1% |
| 7D | -2.1% | -10.3% | +8.1% | -0.6% |
| 30D | -2.4% | +1.1% | -3.6% | -2.7% |
| 3M | -5.6% | +1.6% | -7.2% | -6.2% |
| 6M | -3.4% | -13.5% | +10.1% | -2.0% |
| YTD | +13.1% | -19.1% | +32.2% | +15.6% |
| 1Y | +2.5% | -33.9% | +36.3% | +7.7% |
| 3Y | +27.6% | -3.9% | +31.5% | +26.1% |
| 5Y | +63.0% | +6.0% | +57.0% | +58.0% |
| 10Y | +359.3% | +223.7% | +135.5% | +278.0% |
| All | +10,545.1% | +1,103.4% | +9,441.8% | +5,583.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling