+12.8%
TEAM vs PTEN
+135.2%
-122.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.8% |
| 7D | -0.4% | +0.7% | -1.2% | -0.3% |
| 30D | +67.3% | +31.2% | +36.1% | +75.1% |
| 3M | +86.8% | +2.0% | +84.7% | +93.2% |
| 6M | +146.8% | +42.4% | +104.4% | +160.8% |
| YTD | +16.9% | +109.2% | -92.3% | +24.0% |
| 1Y | +12.8% | +122.3% | -109.5% | +15.6% |
| All | +12.8% | +135.2% | -122.4% | +15.6% |
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 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