+333.0%
APP vs PTEN
+90.4%
+242.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.3% | +2.4% |
| 7D | +0.9% | +0.7% | +0.2% | +0.7% |
| 30D | -23.3% | +31.2% | -54.5% | -27.1% |
| 3M | -42.6% | +2.0% | -44.7% | -43.3% |
| 6M | -33.6% | +42.4% | -76.0% | -39.6% |
| YTD | -52.4% | +109.2% | -161.6% | -60.3% |
| 1Y | -35.9% | +122.3% | -158.2% | -47.7% |
| 3Y | +642.2% | -5.6% | +647.8% | +581.6% |
| All | +333.0% | +90.4% | +242.5% | +230.8% |
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 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