+146.5%
ASX vs PHM
+16.2%
+130.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.2% | -11.1% | -4.5% |
| 7D | -14.6% | +13.6% | -28.2% | -15.7% |
| 30D | -21.1% | +19.3% | -40.4% | -22.6% |
| 3M | -3.1% | +3.5% | -6.6% | -2.1% |
| 6M | +17.4% | +18.6% | -1.2% | +13.6% |
| YTD | +135.3% | +16.7% | +118.6% | +127.1% |
| 1Y | +146.5% | +14.6% | +131.9% | +139.3% |
| All | +146.5% | +16.2% | +130.3% | +139.3% |
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