-22.5%
ACHR vs PHM
+59.3%
-81.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -7.0% |
| 7D | -9.2% | -4.1% | -5.1% | -7.3% |
| 30D | -1.0% | +16.1% | -17.1% | -8.3% |
| 3M | -42.2% | -2.5% | -39.7% | -41.8% |
| 6M | -38.2% | +12.9% | -51.1% | -43.1% |
| YTD | -46.4% | +9.0% | -55.4% | -50.4% |
| 1Y | -49.4% | +8.2% | -57.5% | -53.1% |
| 3Y | -22.5% | +58.4% | -80.9% | -64.0% |
| All | -22.5% | +59.3% | -81.8% | -64.0% |
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 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