+1,683.3%
BE vs PHM
+50.2%
+1,633.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.5% |
| 7D | +23.9% | -3.9% | +27.8% | +25.7% |
| 30D | +27.8% | -8.6% | +36.4% | +32.2% |
| 3M | +3.7% | -2.9% | +6.7% | +3.1% |
| 6M | +78.0% | -5.7% | +83.7% | +78.6% |
| YTD | +209.9% | +1.9% | +208.1% | +197.0% |
| 1Y | +389.6% | -12.3% | +401.9% | +402.1% |
| All | +1,683.3% | +50.2% | +1,633.1% | +946.4% |
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 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