+842.6%
ASX vs PHM
+746.3%
+96.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.1% | +7.8% |
| 7D | -12.3% | +3.5% | -15.8% | -13.4% |
| 30D | -26.0% | +21.2% | -47.2% | -31.2% |
| 3M | -8.1% | +2.5% | -10.6% | -9.7% |
| 6M | +1.4% | +16.1% | -14.7% | -5.2% |
| YTD | +115.6% | +16.6% | +98.9% | +99.8% |
| 1Y | +128.0% | +14.4% | +113.6% | +112.4% |
| 3Y | +371.4% | +71.9% | +299.5% | +263.6% |
| 5Y | +469.4% | +174.3% | +295.1% | +258.1% |
| 10Y | +842.6% | +744.0% | +98.6% | +299.2% |
| All | +842.6% | +746.3% | +96.3% | +299.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling