+3,308.5%
PHM vs PTEN
+1,927.4%
+1,381.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.5% | -3.8% |
| 7D | -2.5% | -1.0% | -1.5% | -2.4% |
| 30D | -9.7% | +29.3% | -38.9% | -13.9% |
| 3M | +2.2% | +7.2% | -5.0% | -0.3% |
| 6M | -5.7% | +43.5% | -49.2% | -13.6% |
| YTD | +2.8% | +113.2% | -110.4% | -12.4% |
| 1Y | -14.4% | +135.1% | -149.5% | -28.8% |
| 3Y | +52.2% | -4.8% | +57.0% | +43.4% |
| 5Y | +154.3% | +94.6% | +59.6% | +96.8% |
| 10Y | +545.9% | -24.2% | +570.1% | +383.2% |
| All | +3,308.5% | +1,927.4% | +1,381.1% | +1,721.4% |
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