+24.2%
ETR vs PHM
-12.6%
+36.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.3% | -1.1% |
| 7D | +0.4% | -3.9% | +4.2% | +1.0% |
| 30D | +2.0% | -8.6% | +10.6% | +3.5% |
| 3M | -1.7% | -2.9% | +1.2% | -1.4% |
| 6M | +3.6% | -5.7% | +9.3% | +4.2% |
| YTD | +18.0% | +1.9% | +16.2% | +16.9% |
| All | +24.2% | -12.6% | +36.8% | +29.2% |
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