-52.7%
TEAM vs PTEN
+89.3%
-142.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | -7.8% | +2.8% | -10.6% | -8.2% |
| 30D | +16.5% | +17.6% | -1.0% | +13.5% |
| 3M | +96.2% | +8.2% | +88.0% | +92.5% |
| 6M | +130.2% | +38.1% | +92.1% | +114.0% |
| YTD | +10.7% | +117.3% | -106.5% | -6.8% |
| 1Y | +3.0% | +146.1% | -143.1% | -16.2% |
| 3Y | -13.1% | -3.0% | -10.0% | -18.3% |
| 5Y | -52.7% | +93.5% | -146.2% | -57.9% |
| All | -52.7% | +89.3% | -142.1% | -57.9% |
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