+8,452.8%
DHI vs PTEN
+1,957.8%
+6,495.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -3.4% | +3.5% | -6.9% | -4.0% |
| 30D | -5.4% | +17.5% | -23.0% | -8.2% |
| 3M | -10.4% | +12.7% | -23.2% | -13.3% |
| 6M | -2.8% | +33.1% | -35.9% | -9.6% |
| YTD | -3.4% | +116.4% | -119.9% | -17.9% |
| 1Y | -22.9% | +141.2% | -164.1% | -36.1% |
| 3Y | +20.7% | -3.8% | +24.5% | +13.2% |
| 5Y | +62.1% | +92.7% | -30.6% | +24.5% |
| 10Y | +410.4% | -17.1% | +427.5% | +271.0% |
| All | +8,452.8% | +1,957.8% | +6,495.0% | +4,268.4% |
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