-54.2%
APTV vs PTEN
-3.4%
-50.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -1.8% | +2.8% | -4.6% | -2.3% |
| 30D | -7.9% | +17.6% | -25.5% | -10.9% |
| 3M | -29.9% | +8.2% | -38.1% | -31.3% |
| 6M | -36.6% | +38.1% | -74.7% | -42.4% |
| YTD | -40.0% | +117.3% | -157.2% | -52.0% |
| 1Y | -44.0% | +146.1% | -190.1% | -57.3% |
| All | -54.2% | -3.4% | -50.8% | -60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling