+5,092.2%
BEN vs PHM
+11,720.3%
-6,628.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +6.8% | -4.1% | +10.9% | +8.3% |
| 30D | +18.0% | +16.1% | +1.8% | +11.7% |
| 3M | +7.5% | -2.5% | +10.0% | +7.9% |
| 6M | +14.7% | +12.9% | +1.8% | +8.8% |
| YTD | +56.1% | +9.0% | +47.1% | +49.1% |
| 1Y | +69.6% | +8.2% | +61.4% | +62.1% |
| 3Y | +87.7% | +58.4% | +29.2% | +54.2% |
| 5Y | +28.6% | +159.2% | -130.5% | -12.1% |
| 10Y | +59.8% | +676.9% | -617.0% | -30.0% |
| All | +5,092.2% | +11,720.3% | -6,628.1% | +728.9% |
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