-37.5%
APH vs PHM
-5.6%
-31.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.1% |
| 7D | -48.7% | -1.8% | -46.9% | -48.0% |
| 30D | -51.9% | -6.4% | -45.5% | -50.5% |
| 3M | -43.6% | +5.5% | -49.0% | -46.0% |
| 6M | -37.5% | -5.4% | -32.1% | -34.0% |
| All | -37.5% | -5.6% | -31.9% | -34.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling