+9.2%
EQX vs PHM
+16.2%
-7.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +7.2% | +5.6% | +10.1% |
| 7D | +7.6% | +13.6% | -5.9% | +3.0% |
| 30D | +0.4% | +19.3% | -18.8% | -5.6% |
| 3M | +18.0% | +3.5% | +14.5% | +15.9% |
| 6M | -18.4% | +18.6% | -36.9% | -23.0% |
| YTD | -19.3% | +16.7% | -36.0% | -22.2% |
| 1Y | +9.2% | +14.6% | -5.4% | +6.7% |
| All | +9.2% | +16.2% | -7.0% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling