+0.6%
EQH vs PTEN
+135.2%
-134.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -1.1% |
| 7D | +5.5% | +0.7% | +4.8% | +5.5% |
| 30D | +3.2% | +31.2% | -28.0% | +3.8% |
| 3M | +32.5% | +2.0% | +30.5% | +33.3% |
| 6M | +33.7% | +42.4% | -8.7% | +30.9% |
| YTD | +13.4% | +109.2% | -95.8% | +6.2% |
| 1Y | +0.6% | +122.3% | -121.7% | -8.5% |
| All | +0.6% | +135.2% | -134.6% | -8.5% |
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 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