+148.3%
REPL vs PTEN
+135.1%
+13.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.9% |
| 7D | -9.6% | -1.7% | -7.9% | -9.1% |
| 30D | +5.7% | +18.6% | -12.9% | -0.7% |
| 3M | +56.4% | +12.5% | +43.9% | +41.6% |
| 6M | +67.4% | +41.9% | +25.6% | +40.9% |
| YTD | +48.7% | +117.8% | -69.1% | +1.2% |
| 1Y | +148.3% | +145.3% | +3.0% | +31.9% |
| All | +148.3% | +135.1% | +13.2% | +31.9% |
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