+119,301.1%
APH vs PHM
+8,342.2%
+110,958.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.0% | +6.1% | +4.6% |
| 7D | -5.9% | +6.2% | -12.2% | -7.7% |
| 30D | -14.8% | +17.9% | -32.8% | -18.8% |
| 3M | -12.4% | +2.5% | -14.9% | -13.6% |
| 6M | +8.1% | +10.8% | -2.7% | +4.1% |
| YTD | +10.9% | +13.7% | -2.8% | +5.8% |
| 1Y | +8.8% | +12.4% | -3.6% | +3.9% |
| 3Y | +262.1% | +65.6% | +196.4% | +205.3% |
| 5Y | +283.1% | +175.3% | +107.8% | +178.1% |
| 10Y | +908.1% | +713.9% | +194.2% | +431.3% |
| All | +119,301.1% | +8,342.2% | +110,958.9% | +30,043.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling