+138.6%
REPL vs PTEN
+75.7%
+62.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.7% | -10.1% | -7.0% |
| 7D | +5.3% | -2.2% | +7.4% | +5.6% |
| 30D | +66.6% | -8.0% | +74.7% | +66.7% |
| 3M | +59.6% | -5.0% | +64.6% | +57.8% |
| 6M | +482.4% | -10.6% | +493.0% | +429.9% |
| YTD | +124.1% | +75.5% | +48.6% | +128.1% |
| 1Y | +138.6% | +70.2% | +68.4% | +143.4% |
| All | +138.6% | +75.7% | +62.9% | +143.4% |
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 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