-65.4%
TEAM vs PTEN
+49.0%
-114.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.0% |
| 7D | -2.4% | +10.6% | -13.0% | -4.0% |
| 30D | -26.7% | -4.9% | -21.8% | -26.4% |
| 3M | -9.6% | +1.4% | -11.1% | -10.5% |
| 6M | +86.0% | -7.0% | +93.1% | +85.3% |
| YTD | -7.5% | +84.8% | -92.3% | -21.8% |
| 1Y | -1.4% | +95.7% | -97.0% | -17.8% |
| 3Y | -14.3% | +2.0% | -16.3% | -21.0% |
| All | -65.4% | +49.0% | -114.4% | -73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling