+229.3%
APLD vs PTEN
-25.1%
+254.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.8% | -8.6% | -6.8% |
| 7D | +2.7% | +10.6% | -7.9% | -1.2% |
| 30D | -21.4% | -4.9% | -16.5% | -20.1% |
| 3M | -47.8% | +1.4% | -49.3% | -48.8% |
| 6M | -64.9% | -7.0% | -57.9% | -65.2% |
| YTD | -34.9% | +84.8% | -119.6% | -54.3% |
| 1Y | -30.7% | +95.7% | -126.4% | -52.8% |
| 3Y | +305.3% | +2.0% | +303.4% | +253.2% |
| All | +229.3% | -25.1% | +254.4% | +258.0% |
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