+33.9%
AAPL vs PTEN
+135.2%
-101.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.6% |
| 7D | +0.1% | +0.7% | -0.6% | +0.1% |
| 30D | +3.0% | +31.2% | -28.3% | +5.0% |
| 3M | +2.9% | +2.0% | +0.9% | +4.5% |
| 6M | +22.1% | +42.4% | -20.3% | +22.3% |
| YTD | +18.0% | +109.2% | -91.2% | +14.7% |
| 1Y | +33.9% | +122.3% | -88.4% | +27.9% |
| All | +33.9% | +135.2% | -101.3% | +27.9% |
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