-6.8%
AVGO vs PHM
+16.2%
-23.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.2% | -9.2% | -2.0% |
| 7D | -7.5% | +13.6% | -21.1% | -7.6% |
| 30D | -10.2% | +19.3% | -29.5% | -10.5% |
| 3M | -22.0% | +3.5% | -25.5% | -21.5% |
| 6M | -21.6% | +18.6% | -40.2% | -22.8% |
| YTD | -5.4% | +16.7% | -22.1% | -7.9% |
| 1Y | -6.8% | +14.6% | -21.4% | -8.5% |
| All | -6.8% | +16.2% | -23.0% | -8.5% |
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