+162.1%
EQX vs PTEN
-3.7%
+165.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -3.2% | +3.5% | -6.7% | -3.3% |
| 30D | +7.8% | +17.5% | -9.8% | +7.3% |
| 3M | +21.3% | +12.7% | +8.6% | +21.1% |
| 6M | -22.4% | +33.1% | -55.5% | -24.1% |
| YTD | -11.3% | +116.4% | -127.8% | -18.2% |
| 1Y | +13.5% | +141.2% | -127.7% | +2.9% |
| 3Y | +162.1% | -3.8% | +165.9% | +187.9% |
| All | +162.1% | -3.7% | +165.9% | +187.9% |
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 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