+740.1%
TEAM vs PTEN
+8.0%
+732.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.9% | -8.9% | -7.1% |
| 7D | -5.7% | -1.0% | -4.7% | -5.6% |
| 30D | +18.3% | +29.3% | -10.9% | +15.6% |
| 3M | +80.2% | +7.2% | +73.0% | +78.2% |
| 6M | +111.0% | +43.5% | +67.4% | +101.9% |
| YTD | +8.8% | +113.2% | -104.4% | -0.4% |
| 1Y | +2.2% | +135.1% | -132.9% | -7.7% |
| 3Y | -14.6% | -4.8% | -9.8% | -17.5% |
| 5Y | -53.8% | +94.6% | -148.4% | -57.7% |
| 10Y | +475.2% | -24.2% | +499.4% | +429.8% |
| All | +740.1% | +8.0% | +732.1% | +603.2% |
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