-25.8%
EQX vs PHM
-7.7%
-18.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -2.9% | -4.0% |
| 7D | -7.0% | -6.4% | -0.7% | -3.8% |
| 30D | +4.8% | -12.1% | +16.9% | +11.7% |
| 3M | +25.6% | -1.5% | +27.2% | +23.9% |
| 6M | -25.8% | -6.0% | -19.8% | -24.8% |
| All | -25.8% | -7.7% | -18.2% | -24.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling