+417.3%
LIN vs PTEN
-43.5%
+460.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +0.1% | -16.4% | +16.6% | +2.1% |
| 30D | +7.6% | -12.8% | +20.4% | +9.0% |
| 3M | +6.5% | +0.7% | +5.8% | +5.8% |
| 6M | +6.2% | -12.2% | +18.4% | +6.6% |
| YTD | +23.2% | +66.1% | -42.8% | +13.5% |
| 1Y | +25.4% | +69.2% | -43.8% | +15.0% |
| 3Y | +38.3% | -8.2% | +46.5% | +33.0% |
| 5Y | +64.4% | +19.2% | +45.2% | +46.6% |
| 10Y | +417.3% | -45.6% | +462.9% | +332.8% |
| All | +417.3% | -43.5% | +460.8% | +332.8% |
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