+109.8%
AAPL vs PHM
+152.6%
-42.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | 0.0% |
| 7D | -3.0% | -3.9% | +0.9% | -1.8% |
| 30D | +2.3% | -8.6% | +10.8% | +5.1% |
| 3M | +8.6% | -2.9% | +11.6% | +9.1% |
| 6M | +21.6% | -5.7% | +27.3% | +22.7% |
| YTD | +16.3% | +1.9% | +14.5% | +13.9% |
| 1Y | +35.1% | -12.3% | +47.4% | +38.6% |
| 3Y | +79.4% | +50.8% | +28.6% | +43.3% |
| 5Y | +109.8% | +157.3% | -47.5% | +24.8% |
| All | +109.8% | +152.6% | -42.7% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling