-55.4%
APP vs PTEN
+79.8%
-135.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -9.4% | +20.0% | +8.6% |
| 7D | +4.5% | -15.5% | +20.0% | +1.5% |
| 30D | -3.6% | -7.8% | +4.2% | -4.8% |
| 3M | -35.3% | +6.4% | -41.6% | -33.6% |
| 6M | -42.8% | -11.9% | -30.9% | -40.7% |
| YTD | -59.7% | +79.4% | -139.1% | -59.5% |
| 1Y | -55.4% | +84.9% | -140.3% | -55.5% |
| All | -55.4% | +79.8% | -135.2% | -55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling