-26.4%
APP vs PHM
+7.4%
-33.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.9% |
| 7D | +4.6% | -4.1% | +8.7% | +5.2% |
| 30D | +56.0% | +16.1% | +39.9% | +52.6% |
| 3M | +30.8% | -2.5% | +33.3% | +30.3% |
| 6M | -9.8% | +12.9% | -22.7% | -10.0% |
| YTD | -39.3% | +9.0% | -48.3% | -39.2% |
| 1Y | -26.4% | +8.2% | -34.6% | -26.2% |
| All | -26.4% | +7.4% | -33.8% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling