-18.4%
APTV vs PTEN
-15.6%
-2.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -5.0% | +3.5% | -8.5% | -5.9% |
| 30D | -6.1% | +17.5% | -23.6% | -10.0% |
| 3M | -33.0% | +12.7% | -45.7% | -35.7% |
| 6M | -35.2% | +33.1% | -68.3% | -41.5% |
| YTD | -40.1% | +116.4% | -156.6% | -52.5% |
| 1Y | -45.6% | +141.2% | -186.8% | -58.4% |
| 3Y | -54.4% | -3.8% | -50.6% | -57.8% |
| 5Y | -68.9% | +92.7% | -161.6% | -77.6% |
| All | -18.4% | -15.6% | -2.8% | -50.4% |
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 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