+45.8%
PHM vs PTEN
-3.4%
+49.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -6.4% | +2.8% | -9.1% | -6.5% |
| 30D | -12.1% | +17.6% | -29.7% | -13.1% |
| 3M | -1.5% | +8.2% | -9.7% | -1.9% |
| 6M | -6.0% | +38.1% | -44.1% | -10.4% |
| YTD | -0.3% | +117.3% | -117.6% | -12.3% |
| 1Y | -13.3% | +146.1% | -159.4% | -25.8% |
| All | +45.8% | -3.4% | +49.2% | +37.2% |
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