+25.7%
ABNB vs PHM
+215.7%
-189.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -4.0% | -3.2% | -0.8% | -2.5% |
| 30D | +19.3% | -6.4% | +25.7% | +23.1% |
| 3M | +36.1% | +5.5% | +30.6% | +32.3% |
| 6M | +34.2% | -5.4% | +39.7% | +36.8% |
| YTD | +34.1% | +6.6% | +27.5% | +28.3% |
| 1Y | +45.1% | -8.8% | +54.0% | +48.7% |
| 3Y | +37.1% | +54.1% | -17.0% | +1.0% |
| 5Y | +15.2% | +144.5% | -129.3% | -38.1% |
| All | +25.7% | +215.7% | -189.9% | -42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling