+177.1%
GH vs PHM
-12.7%
+189.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.4% |
| 7D | -2.5% | -5.0% | +2.5% | -1.5% |
| 30D | -4.7% | -8.4% | +3.8% | -3.1% |
| 3M | +20.2% | -4.4% | +24.7% | +20.2% |
| 6M | +78.8% | -3.7% | +82.5% | +75.9% |
| YTD | +54.1% | +1.3% | +52.8% | +51.0% |
| 1Y | +177.1% | -14.0% | +191.1% | +170.8% |
| All | +177.1% | -12.7% | +189.8% | +170.8% |
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 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