+33.0%
GEN vs PHM
+168.7%
-135.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +1.7% |
| 7D | +1.0% | +2.9% | -1.9% | +0.2% |
| 30D | +29.1% | +16.5% | +12.6% | +24.1% |
| 3M | +2.9% | +0.6% | +2.3% | +2.5% |
| 6M | +33.6% | +11.6% | +22.0% | +29.3% |
| YTD | +12.0% | +12.1% | 0.0% | +7.6% |
| 1Y | +16.2% | +9.6% | +6.6% | +12.1% |
| 3Y | +65.1% | +62.3% | +2.8% | +40.8% |
| All | +33.0% | +168.7% | -135.6% | -4.6% |
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