+36.2%
LIN vs PTEN
-13.8%
+50.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +0.2% | -25.5% | +25.7% | +1.9% |
| 30D | +6.5% | -11.7% | +18.1% | +7.0% |
| 3M | +5.5% | -0.5% | +6.0% | +5.0% |
| 6M | +3.3% | -12.9% | +16.2% | +3.7% |
| YTD | +22.0% | +67.1% | -45.1% | +14.2% |
| 1Y | +25.7% | +70.5% | -44.8% | +17.2% |
| 3Y | +36.2% | -10.4% | +46.7% | +30.6% |
| All | +36.2% | -13.8% | +50.0% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling