-21.1%
ACHR vs PHM
+50.2%
-71.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.7% | -5.2% |
| 7D | -2.7% | -3.9% | +1.2% | -0.8% |
| 30D | -12.1% | -8.6% | -3.6% | -7.9% |
| 3M | +3.4% | -2.9% | +6.3% | +3.6% |
| 6M | -15.6% | -5.7% | -9.9% | -14.5% |
| YTD | -26.9% | +1.9% | -28.7% | -30.0% |
| 1Y | -34.8% | -12.3% | -22.4% | -31.9% |
| All | -21.1% | +50.2% | -71.3% | -55.5% |
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