-56.9%
ACHR vs PHM
+16.2%
-73.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.2% | -7.4% | -2.2% |
| 7D | -5.1% | +13.6% | -18.7% | -8.6% |
| 30D | -12.7% | +19.3% | -32.0% | -17.3% |
| 3M | -22.4% | +3.5% | -25.9% | -23.6% |
| 6M | -28.6% | +18.6% | -47.2% | -33.3% |
| YTD | -45.2% | +16.7% | -61.9% | -50.7% |
| 1Y | -56.9% | +14.6% | -71.5% | -62.2% |
| All | -56.9% | +16.2% | -73.1% | -62.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling