+595.7%
HAL vs PHM
+11,456.8%
-10,861.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | -3.2% | +6.1% | +3.8% |
| 30D | +17.0% | -6.4% | +23.5% | +18.9% |
| 3M | -9.7% | +5.5% | -15.1% | -11.8% |
| 6M | +8.6% | -5.4% | +14.1% | +8.7% |
| YTD | +33.0% | +6.6% | +26.4% | +28.5% |
| 1Y | +68.3% | -8.8% | +77.2% | +69.1% |
| 3Y | +0.1% | +54.1% | -54.0% | -15.0% |
| 5Y | +102.6% | +144.5% | -41.8% | +47.2% |
| 10Y | +3.8% | +569.4% | -565.6% | -42.9% |
| All | +595.7% | +11,456.8% | -10,861.0% | +90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling