+10,419.7%
LIN vs PTEN
+1,488.6%
+8,931.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +0.2% | -25.5% | +25.7% | +4.0% |
| 30D | +6.5% | -11.7% | +18.1% | +7.9% |
| 3M | +5.5% | -0.5% | +6.0% | +4.8% |
| 6M | +3.3% | -12.9% | +16.2% | +3.8% |
| YTD | +22.0% | +67.1% | -45.1% | +11.3% |
| 1Y | +25.7% | +70.5% | -44.8% | +14.1% |
| 3Y | +36.2% | -10.4% | +46.7% | +30.8% |
| 5Y | +66.1% | +23.7% | +42.4% | +45.5% |
| 10Y | +431.0% | -42.7% | +473.6% | +341.2% |
| All | +10,419.7% | +1,488.6% | +8,931.1% | +7,138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling