+25.4%
LIN vs PTEN
+66.5%
-41.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +0.1% | -16.4% | +16.6% | -0.5% |
| 30D | +7.6% | -12.8% | +20.4% | +7.0% |
| 3M | +6.5% | +0.7% | +5.8% | +6.6% |
| 6M | +6.2% | -12.2% | +18.4% | +6.7% |
| YTD | +23.2% | +66.1% | -42.8% | +22.8% |
| All | +25.4% | +66.5% | -41.1% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling