+18.6%
GLXY vs PHM
+18.0%
+0.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.5% | +6.3% | +3.4% |
| 7D | +15.5% | -2.5% | +17.9% | +15.9% |
| 30D | +34.1% | -9.7% | +43.8% | +36.4% |
| 3M | -11.3% | +2.2% | -13.6% | -13.0% |
| 6M | +31.6% | -5.7% | +37.3% | +30.0% |
| YTD | +21.0% | +2.8% | +18.1% | +16.6% |
| 1Y | +11.7% | -14.4% | +26.1% | +11.1% |
| All | +18.6% | +18.0% | +0.6% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling