+367.9%
APP vs PTEN
+112.3%
+255.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.4% | -2.6% |
| 7D | -4.4% | -1.7% | -2.7% | -4.2% |
| 30D | -10.0% | +18.6% | -28.6% | -12.6% |
| 3M | -41.4% | +12.5% | -53.9% | -43.1% |
| 6M | -41.0% | +41.9% | -82.9% | -46.1% |
| YTD | -54.7% | +117.8% | -172.5% | -62.3% |
| 1Y | -45.3% | +145.3% | -190.7% | -55.9% |
| 3Y | +624.3% | -2.8% | +627.1% | +565.5% |
| 5Y | +329.1% | +93.4% | +235.7% | +237.0% |
| All | +367.9% | +112.3% | +255.6% | +243.8% |
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