+45.0%
AAPL vs PTEN
+148.3%
-103.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +3.8% | +3.5% | +0.4% | +4.1% |
| 30D | +9.9% | +17.5% | -7.6% | +11.3% |
| 3M | +12.5% | +12.7% | -0.2% | +14.7% |
| 6M | +27.6% | +33.1% | -5.5% | +29.5% |
| YTD | +22.6% | +116.4% | -93.9% | +20.3% |
| 1Y | +45.0% | +141.2% | -96.2% | +40.3% |
| All | +45.0% | +148.3% | -103.3% | +40.3% |
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 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