+130.7%
REPL vs PTEN
+79.8%
+50.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.4% | +9.6% | +1.6% |
| 7D | +28.8% | -15.5% | +44.3% | +31.2% |
| 30D | +57.3% | -7.8% | +65.1% | +57.5% |
| 3M | +73.6% | +6.4% | +67.2% | +67.1% |
| 6M | +582.8% | -11.9% | +594.7% | +517.1% |
| YTD | +112.9% | +79.4% | +33.5% | +109.2% |
| 1Y | +130.7% | +84.9% | +45.7% | +123.5% |
| All | +130.7% | +79.8% | +50.8% | +123.5% |
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