+12.2%
GEN vs PHM
+5.7%
+6.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.5% |
| 7D | -3.0% | -6.1% | +3.1% | -1.3% |
| 30D | +24.7% | +13.7% | +11.0% | +21.1% |
| 3M | +4.1% | -1.5% | +5.7% | +3.7% |
| 6M | +36.0% | +11.3% | +24.8% | +32.7% |
| YTD | +10.9% | +8.9% | +1.9% | +6.9% |
| 1Y | +12.2% | +6.1% | +6.1% | +9.0% |
| All | +12.2% | +5.7% | +6.5% | +9.0% |
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