+17.5%
HAS vs PHM
-13.4%
+30.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -1.1% |
| 7D | -3.1% | -2.5% | -0.6% | -2.2% |
| 30D | -2.7% | -9.7% | +6.9% | +0.9% |
| 3M | +8.9% | +2.2% | +6.7% | +7.9% |
| 6M | -2.9% | -5.7% | +2.8% | -0.9% |
| YTD | +12.6% | +2.8% | +9.8% | +10.9% |
| 1Y | +17.5% | -14.4% | +31.9% | +25.1% |
| All | +17.5% | -13.4% | +30.9% | +25.1% |
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