-27.1%
AVTR vs PHM
+50.2%
-77.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.0% |
| 7D | +1.6% | -3.9% | +5.4% | +3.3% |
| 30D | +8.4% | -8.6% | +16.9% | +12.6% |
| 3M | +50.2% | -2.9% | +53.1% | +51.2% |
| 6M | +82.6% | -5.7% | +88.3% | +85.3% |
| YTD | +29.8% | +1.9% | +28.0% | +26.3% |
| 1Y | +16.0% | -12.3% | +28.3% | +21.0% |
| All | -27.1% | +50.2% | -77.3% | -37.6% |
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