+124.8%
AAPL vs PTEN
+89.3%
+35.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | -0.5% | +2.8% | -3.3% | -0.8% |
| 30D | +7.1% | +17.6% | -10.5% | +5.1% |
| 3M | +12.1% | +8.2% | +3.9% | +10.7% |
| 6M | +25.4% | +38.1% | -12.7% | +18.9% |
| YTD | +20.5% | +117.3% | -96.8% | +6.7% |
| 1Y | +44.5% | +146.1% | -101.6% | +25.1% |
| 3Y | +85.8% | -3.0% | +88.8% | +75.2% |
| 5Y | +124.8% | +93.5% | +31.3% | +96.0% |
| All | +124.8% | +89.3% | +35.4% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling