+67.6%
HAL vs PHM
-12.6%
+80.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.8% |
| 7D | -1.3% | -3.9% | +2.5% | -1.5% |
| 30D | +10.9% | -8.6% | +19.4% | +10.3% |
| 3M | -5.8% | -2.9% | -2.9% | -6.4% |
| 6M | +8.1% | -5.7% | +13.8% | +8.5% |
| YTD | +33.2% | +1.9% | +31.3% | +30.6% |
| All | +67.6% | -12.6% | +80.2% | +69.8% |
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