-25.8%
EQX vs PTEN
+43.1%
-68.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.8% | -5.1% |
| 7D | -7.0% | +2.8% | -9.8% | -6.1% |
| 30D | +4.8% | +17.6% | -12.7% | +11.3% |
| 3M | +25.6% | +8.2% | +17.5% | +26.1% |
| 6M | -25.8% | +38.1% | -63.9% | -8.0% |
| All | -25.8% | +43.1% | -68.9% | -8.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling