+178.1%
EOG vs PHM
+149.8%
+28.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | +1.0% | -6.4% | +7.4% | +1.7% |
| 30D | +2.8% | -12.1% | +14.9% | +4.1% |
| 3M | +5.9% | -1.5% | +7.4% | +5.5% |
| 6M | +17.1% | -6.0% | +23.1% | +17.0% |
| YTD | +43.9% | -0.3% | +44.2% | +42.3% |
| 1Y | +26.9% | -13.3% | +40.2% | +28.0% |
| 3Y | +23.6% | +47.6% | -24.0% | +12.6% |
| 5Y | +178.1% | +154.7% | +23.4% | +114.7% |
| All | +178.1% | +149.8% | +28.3% | +114.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling