-17.0%
TEAM vs PTEN
-3.1%
-13.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.5% |
| 7D | -4.7% | -1.7% | -3.0% | -4.5% |
| 30D | +17.0% | +18.6% | -1.6% | +14.2% |
| 3M | +85.9% | +12.5% | +73.4% | +82.3% |
| 6M | +116.7% | +41.9% | +74.8% | +100.3% |
| YTD | +9.6% | +117.8% | -108.2% | -9.6% |
| 1Y | -2.5% | +145.3% | -147.9% | -23.0% |
| All | -17.0% | -3.1% | -13.8% | -18.7% |
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