+557.2%
PHM vs PTEN
-15.6%
+572.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -5.0% | +3.5% | -8.4% | -5.4% |
| 30D | -8.4% | +17.5% | -26.0% | -10.6% |
| 3M | -4.4% | +12.7% | -17.2% | -6.7% |
| 6M | -3.7% | +33.1% | -36.8% | -9.3% |
| YTD | +1.3% | +116.4% | -115.2% | -11.6% |
| 1Y | -14.0% | +141.2% | -155.2% | -26.6% |
| 3Y | +48.1% | -3.8% | +51.9% | +40.9% |
| 5Y | +158.8% | +92.7% | +66.1% | +108.4% |
| All | +557.2% | -15.6% | +572.8% | +343.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling