+29.9%
AAPL vs PTEN
+79.8%
-49.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -9.4% | +14.7% | +4.4% |
| 7D | +1.7% | -15.5% | +17.1% | +0.4% |
| 30D | +5.0% | -7.8% | +12.8% | +4.5% |
| 3M | +13.1% | +6.4% | +6.7% | +14.5% |
| 6M | +26.5% | -11.9% | +38.3% | +27.5% |
| YTD | +28.9% | +79.4% | -50.5% | +24.7% |
| 1Y | +29.9% | +84.9% | -55.0% | +24.7% |
| All | +29.9% | +79.8% | -49.9% | +24.7% |
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