+249.2%
ASX vs PHM
-13.4%
+262.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.5% | +9.6% | +6.6% |
| 7D | +6.3% | -2.5% | +8.8% | +6.7% |
| 30D | +6.4% | -9.7% | +16.1% | +8.2% |
| 3M | +13.1% | +2.2% | +10.9% | +11.6% |
| 6M | +90.3% | -5.7% | +96.0% | +87.6% |
| YTD | +149.6% | +2.8% | +146.8% | +146.5% |
| 1Y | +249.2% | -14.4% | +263.6% | +236.4% |
| All | +249.2% | -13.4% | +262.6% | +236.4% |
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