+56.1%
RPRX vs PTEN
+203.9%
-147.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.2% |
| 7D | -4.0% | -1.7% | -2.3% | -3.9% |
| 30D | +4.9% | +18.6% | -13.6% | +3.6% |
| 3M | +9.4% | +12.5% | -3.1% | +8.1% |
| 6M | +33.3% | +41.9% | -8.6% | +28.8% |
| YTD | +59.0% | +117.8% | -58.8% | +48.1% |
| 1Y | +69.2% | +145.3% | -76.1% | +55.6% |
| 3Y | +124.1% | -2.8% | +126.9% | +118.8% |
| 5Y | +77.9% | +93.4% | -15.6% | +61.4% |
| All | +56.1% | +203.9% | -147.8% | +36.6% |
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