+406.2%
ASX vs PHM
+61.0%
+345.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -3.2% | +2.5% | +0.2% |
| 30D | +2.0% | -6.4% | +8.4% | +3.7% |
| 3M | -1.3% | +5.5% | -6.8% | -3.5% |
| 6M | +71.4% | -5.4% | +76.9% | +72.4% |
| YTD | +135.3% | +6.6% | +128.7% | +127.9% |
| 1Y | +267.5% | -8.8% | +276.3% | +271.9% |
| All | +406.2% | +61.0% | +345.3% | +295.0% |
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