+239.3%
EQIX vs PTEN
+44.1%
+195.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -2.0% | -0.1% |
| 7D | +2.3% | -1.7% | +4.0% | +2.6% |
| 30D | +0.4% | +18.6% | -18.1% | -2.3% |
| 3M | -1.1% | +12.5% | -13.6% | -3.6% |
| 6M | +11.5% | +41.9% | -30.4% | +4.1% |
| YTD | +38.2% | +117.8% | -79.6% | +20.3% |
| 1Y | +36.7% | +145.3% | -108.7% | +16.0% |
| 3Y | +44.1% | -2.8% | +46.9% | +36.8% |
| 5Y | +34.8% | +93.4% | -58.6% | +7.4% |
| 10Y | +248.8% | -16.6% | +265.4% | +156.2% |
| All | +239.3% | +44.1% | +195.2% | +86.6% |
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