+70,808.4%
BBY vs PHM
+10,710.2%
+60,098.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.8% |
| 7D | +0.7% | -6.4% | +7.0% | +2.8% |
| 30D | +5.8% | -12.1% | +17.9% | +10.2% |
| 3M | +18.0% | -1.5% | +19.6% | +18.3% |
| 6M | +39.8% | -6.0% | +45.9% | +41.8% |
| YTD | +35.4% | -0.3% | +35.7% | +34.4% |
| 1Y | +21.4% | -13.3% | +34.7% | +26.0% |
| 3Y | +39.5% | +47.6% | -8.0% | +20.5% |
| 5Y | -0.5% | +154.7% | -155.2% | -28.4% |
| 10Y | +240.0% | +552.4% | -312.4% | +78.7% |
| All | +70,808.4% | +10,710.2% | +60,098.2% | +18,612.1% |
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