+103.2%
REPL vs PTEN
-2.4%
+105.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.7% | -10.1% | -7.4% |
| 7D | +5.3% | -2.2% | +7.4% | +5.8% |
| 30D | +66.6% | -8.0% | +74.7% | +68.3% |
| 3M | +59.6% | -5.0% | +64.6% | +58.6% |
| 6M | +482.4% | -10.6% | +493.0% | +479.9% |
| YTD | +124.1% | +75.5% | +48.6% | +80.4% |
| 1Y | +138.6% | +70.2% | +68.4% | +93.2% |
| All | +103.2% | -2.4% | +105.6% | +148.1% |
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