+75.3%
EQNR vs PTEN
-3.7%
+79.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +6.4% | +3.5% | +3.0% | +5.1% |
| 30D | +10.4% | +17.5% | -7.2% | +3.7% |
| 3M | +23.1% | +12.7% | +10.4% | +16.7% |
| 6M | +36.3% | +33.1% | +3.2% | +22.2% |
| YTD | +96.0% | +116.4% | -20.5% | +50.0% |
| 1Y | +94.2% | +141.2% | -47.0% | +42.7% |
| 3Y | +75.3% | -3.8% | +79.1% | +69.1% |
| All | +75.3% | -3.7% | +79.0% | +69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling