+132,819.7%
AAPL vs PTEN
+1,927.4%
+130,892.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | +1.0% | +29.3% | -28.3% | -2.3% |
| 3M | +5.0% | +7.2% | -2.3% | +3.3% |
| 6M | +23.0% | +43.5% | -20.5% | +15.9% |
| YTD | +16.6% | +113.2% | -96.6% | +4.3% |
| 1Y | +33.4% | +135.1% | -101.6% | +17.3% |
| 3Y | +79.9% | -4.8% | +84.7% | +72.8% |
| 5Y | +109.0% | +94.6% | +14.4% | +76.5% |
| 10Y | +1,210.4% | -24.2% | +1,234.6% | +977.4% |
| All | +132,819.7% | +1,927.4% | +130,892.3% | +83,190.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling