+169.3%
APD vs PTEN
-15.3%
+184.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -3.5% | +2.8% | -6.3% | -3.8% |
| 30D | -5.1% | +17.6% | -22.6% | -7.0% |
| 3M | +6.9% | +8.2% | -1.3% | +5.2% |
| 6M | +8.1% | +38.1% | -30.0% | +2.6% |
| YTD | +21.2% | +117.3% | -96.0% | +8.4% |
| 1Y | +4.9% | +146.1% | -141.2% | -8.2% |
| 3Y | +6.3% | -3.0% | +9.3% | +2.0% |
| 5Y | +24.3% | +93.5% | -69.2% | +4.9% |
| All | +169.3% | -15.3% | +184.6% | +106.6% |
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