+850.7%
APP vs PHM
+59.1%
+791.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.3% |
| 7D | +10.6% | -6.1% | +16.7% | +12.1% |
| 30D | +44.6% | +13.7% | +30.9% | +40.3% |
| 3M | +29.6% | -1.5% | +31.1% | +29.6% |
| 6M | -19.8% | +11.3% | -31.0% | -21.8% |
| YTD | -41.6% | +8.9% | -50.5% | -43.3% |
| 1Y | -32.7% | +6.1% | -38.8% | -34.4% |
| All | +850.7% | +59.1% | +791.6% | +569.9% |
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