+27.4%
APD vs PTEN
-5.9%
+33.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.6% | +0.2% |
| 7D | -0.2% | -14.5% | +14.2% | +1.5% |
| 30D | +11.0% | -11.1% | +22.2% | +12.2% |
| 3M | +2.0% | -7.8% | +9.8% | +2.4% |
| 6M | +7.1% | -10.5% | +17.5% | +7.4% |
| YTD | +29.8% | +69.3% | -39.5% | +16.8% |
| 1Y | +24.0% | +70.5% | -46.5% | +11.4% |
| All | +27.4% | -5.9% | +33.3% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling