-44.0%
ACHR vs PHM
+176.1%
-220.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.6% |
| 7D | -2.3% | -5.0% | +2.7% | +0.2% |
| 30D | -11.3% | -8.4% | -2.8% | -7.3% |
| 3M | +5.3% | -4.4% | +9.7% | +6.4% |
| 6M | -13.2% | -3.7% | -9.5% | -13.0% |
| YTD | -25.8% | +1.3% | -27.1% | -28.2% |
| 1Y | -34.3% | -14.0% | -20.2% | -30.8% |
| 3Y | -19.9% | +48.1% | -68.1% | -39.3% |
| 5Y | -42.7% | +158.8% | -201.4% | -67.9% |
| All | -44.0% | +176.1% | -220.1% | -69.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling