+1,795.4%
EQT vs PTEN
+1,965.8%
-170.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.2% | +2.8% | -4.0% | -1.9% |
| 30D | +1.1% | +17.6% | -16.5% | -3.2% |
| 3M | +4.8% | +8.2% | -3.4% | +1.8% |
| 6M | -10.6% | +38.1% | -48.7% | -19.0% |
| YTD | +3.4% | +117.3% | -113.8% | -16.8% |
| 1Y | +8.7% | +146.1% | -137.4% | -15.9% |
| 3Y | +35.0% | -3.0% | +38.0% | +26.8% |
| 5Y | +204.2% | +93.5% | +110.8% | +134.2% |
| 10Y | +52.5% | -16.8% | +69.2% | +16.3% |
| All | +1,795.4% | +1,965.8% | -170.4% | +986.8% |
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