+427.2%
LIN vs PTEN
-41.7%
+468.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.5% |
| 7D | +0.3% | -2.2% | +2.5% | +0.6% |
| 30D | +8.0% | -8.0% | +16.1% | +8.8% |
| 3M | +7.7% | -5.0% | +12.7% | +7.8% |
| 6M | +5.1% | -10.6% | +15.7% | +5.3% |
| YTD | +24.7% | +75.5% | -50.8% | +14.1% |
| 1Y | +25.1% | +70.2% | -45.1% | +14.7% |
| 3Y | +36.8% | -3.7% | +40.5% | +30.9% |
| 5Y | +67.9% | +34.9% | +32.9% | +47.4% |
| 10Y | +427.2% | -41.4% | +468.6% | +341.1% |
| All | +427.2% | -41.7% | +468.8% | +341.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling