+7.2%
AVTR vs PHM
+326.1%
-318.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.5% | -4.1% | +4.6% | +2.0% |
| 30D | -1.0% | +16.1% | -17.2% | -6.9% |
| 3M | +12.2% | -2.5% | +14.7% | +12.5% |
| 6M | +97.5% | +12.9% | +84.5% | +86.5% |
| YTD | +35.6% | +9.0% | +26.6% | +28.8% |
| 1Y | +32.8% | +8.2% | +24.7% | +26.6% |
| 3Y | -16.5% | +58.4% | -74.9% | -31.5% |
| 5Y | -59.1% | +159.2% | -218.3% | -73.0% |
| All | +7.2% | +326.1% | -318.9% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling