+57.1%
GWW vs PHM
+16.2%
+40.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +7.2% | -0.6% | +4.6% |
| 7D | +11.1% | +13.6% | -2.5% | +7.4% |
| 30D | +15.7% | +19.3% | -3.6% | +10.4% |
| 3M | +14.8% | +3.5% | +11.3% | +13.6% |
| 6M | +30.9% | +18.6% | +12.3% | +23.1% |
| YTD | +48.5% | +16.7% | +31.8% | +39.6% |
| 1Y | +57.1% | +14.6% | +42.5% | +48.8% |
| All | +57.1% | +16.2% | +40.9% | +48.8% |
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