+325.3%
ASX vs PHM
+64.3%
+260.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +6.8% |
| 7D | -19.9% | +6.2% | -26.1% | -21.1% |
| 30D | -30.9% | +17.9% | -48.8% | -33.8% |
| 3M | -15.1% | +2.5% | -17.6% | -15.8% |
| 6M | -6.5% | +10.8% | -17.3% | -9.7% |
| YTD | +98.4% | +13.7% | +84.7% | +89.0% |
| 1Y | +107.9% | +12.4% | +95.5% | +98.4% |
| 3Y | +325.3% | +65.6% | +259.6% | +212.9% |
| All | +325.3% | +64.3% | +260.9% | +212.9% |
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