+276.0%
APH vs PHM
+62.4%
+213.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +0.4% | -4.8% | +5.1% | +1.3% |
| 30D | -8.0% | +16.5% | -24.5% | -11.2% |
| 3M | -5.0% | -2.0% | -3.0% | -4.8% |
| 6M | +29.9% | +12.7% | +17.3% | +25.4% |
| YTD | +18.0% | +11.2% | +6.8% | +13.9% |
| 1Y | +11.3% | +7.7% | +3.6% | +8.1% |
| All | +276.0% | +62.4% | +213.6% | +209.1% |
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