+101.9%
EQH vs PTEN
+87.9%
+14.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +0.7% | +3.5% | -2.7% | -0.1% |
| 30D | +2.8% | +17.5% | -14.7% | -1.2% |
| 3M | +23.1% | +12.7% | +10.4% | +18.3% |
| 6M | +41.4% | +33.1% | +8.3% | +28.2% |
| YTD | +14.3% | +116.4% | -102.2% | -9.8% |
| 1Y | +1.6% | +141.2% | -139.6% | -23.1% |
| 3Y | +102.7% | -3.8% | +106.5% | +86.2% |
| All | +101.9% | +87.9% | +14.0% | +51.9% |
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