-32.0%
APP vs PTEN
+75.7%
-107.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.3% | +3.4% |
| 7D | +48.9% | -2.2% | +51.1% | +48.8% |
| 30D | +49.4% | -8.0% | +57.5% | +48.0% |
| 3M | +27.0% | -5.0% | +32.0% | +27.0% |
| 6M | -15.4% | -10.6% | -4.8% | -12.5% |
| YTD | -39.9% | +75.5% | -115.4% | -42.1% |
| 1Y | -32.0% | +70.2% | -102.1% | -33.4% |
| All | -32.0% | +75.7% | -107.6% | -33.4% |
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