+1,278.0%
AAPL vs PTEN
-15.6%
+1,293.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +3.8% | +3.5% | +0.4% | +3.5% |
| 30D | +9.9% | +17.5% | -7.6% | +7.9% |
| 3M | +12.5% | +12.7% | -0.2% | +10.4% |
| 6M | +27.6% | +33.1% | -5.5% | +22.0% |
| YTD | +22.6% | +116.4% | -93.9% | +10.3% |
| 1Y | +45.0% | +141.2% | -96.2% | +28.3% |
| 3Y | +87.8% | -3.8% | +91.6% | +80.0% |
| 5Y | +128.7% | +92.7% | +36.0% | +97.1% |
| All | +1,278.0% | -15.6% | +1,293.6% | +1,049.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling