+172.4%
APTV vs PTEN
-25.0%
+197.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -3.2% |
| 7D | -1.2% | -1.7% | +0.5% | -0.9% |
| 30D | -10.6% | +18.6% | -29.2% | -14.4% |
| 3M | -35.0% | +12.5% | -47.5% | -37.6% |
| 6M | -38.9% | +41.9% | -80.8% | -45.5% |
| YTD | -41.5% | +117.8% | -159.3% | -53.3% |
| 1Y | -45.8% | +145.3% | -191.1% | -58.3% |
| 3Y | -55.7% | -2.8% | -52.9% | -59.0% |
| 5Y | -70.1% | +93.4% | -163.5% | -78.1% |
| 10Y | -19.1% | -16.6% | -2.5% | -46.1% |
| All | +172.4% | -25.0% | +197.4% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling