+18.0%
AVTR vs PHM
-14.5%
+32.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.9% |
| 7D | -2.0% | -6.4% | +4.3% | +0.8% |
| 30D | +8.1% | -12.1% | +20.2% | +14.3% |
| 3M | +54.2% | -1.5% | +55.7% | +53.7% |
| 6M | +82.6% | -6.0% | +88.6% | +85.0% |
| YTD | +29.8% | -0.3% | +30.1% | +23.1% |
| 1Y | +18.0% | -13.3% | +31.3% | +28.3% |
| All | +18.0% | -14.5% | +32.5% | +28.3% |
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