+238.8%
EQX vs PTEN
+56.4%
+182.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -3.2% | +3.5% | -6.7% | -3.5% |
| 30D | +7.8% | +17.5% | -9.8% | +5.9% |
| 3M | +21.3% | +12.7% | +8.6% | +19.2% |
| 6M | -22.4% | +33.1% | -55.5% | -26.0% |
| YTD | -11.3% | +116.4% | -127.8% | -20.3% |
| 1Y | +13.5% | +141.2% | -127.7% | +0.2% |
| 3Y | +162.1% | -3.8% | +165.9% | +152.9% |
| 5Y | +84.2% | +92.7% | -8.5% | +64.5% |
| All | +238.8% | +56.4% | +182.4% | +185.1% |
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 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