+78.2%
AAPL vs PHM
+50.2%
+28.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.1% |
| 7D | -3.0% | -3.9% | +0.9% | -2.1% |
| 30D | +2.3% | -8.6% | +10.8% | +4.3% |
| 3M | +8.6% | -2.9% | +11.6% | +9.0% |
| 6M | +21.6% | -5.7% | +27.3% | +22.4% |
| YTD | +16.3% | +1.9% | +14.5% | +14.6% |
| 1Y | +35.1% | -12.3% | +47.4% | +37.7% |
| All | +78.2% | +50.2% | +28.0% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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