+225.0%
EQH vs PTEN
-29.3%
+254.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +0.7% | +3.5% | -2.7% | -0.3% |
| 30D | +2.8% | +17.5% | -14.7% | -2.1% |
| 3M | +23.1% | +12.7% | +10.4% | +17.1% |
| 6M | +41.4% | +33.1% | +8.3% | +26.0% |
| YTD | +14.3% | +116.4% | -102.2% | -12.5% |
| 1Y | +1.6% | +141.2% | -139.6% | -25.5% |
| 3Y | +102.7% | -3.8% | +106.5% | +86.3% |
| 5Y | +104.5% | +92.7% | +11.8% | +38.7% |
| All | +225.0% | -29.3% | +254.3% | +87.7% |
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