+357.3%
AMD vs PHM
+59.3%
+298.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.8% | -8.8% |
| 7D | +18.9% | -4.1% | +23.1% | +19.9% |
| 30D | -6.4% | +16.1% | -22.6% | -10.0% |
| 3M | +10.6% | -2.5% | +13.1% | +10.8% |
| 6M | +19.9% | +12.9% | +7.0% | +14.8% |
| YTD | +149.4% | +9.0% | +140.4% | +138.5% |
| 1Y | +115.4% | +8.2% | +107.2% | +105.9% |
| 3Y | +357.3% | +58.4% | +298.8% | +246.2% |
| All | +357.3% | +59.3% | +298.0% | +246.2% |
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 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