+3,029.7%
APD vs PTEN
+1,889.0%
+1,140.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -2.2% | +0.7% | -2.9% | -2.3% |
| 30D | +2.1% | +31.2% | -29.1% | -2.0% |
| 3M | +7.2% | +2.0% | +5.1% | +6.0% |
| 6M | +11.2% | +42.4% | -31.2% | +4.3% |
| YTD | +24.4% | +109.2% | -84.8% | +10.1% |
| 1Y | +6.7% | +122.3% | -115.6% | -6.9% |
| 3Y | +9.2% | -5.6% | +14.8% | +4.9% |
| 5Y | +27.4% | +86.5% | -59.1% | +5.2% |
| 10Y | +164.8% | -22.1% | +187.0% | +110.6% |
| All | +3,029.7% | +1,889.0% | +1,140.7% | +1,746.2% |
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 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