+47.7%
HAS vs PHM
+158.6%
-110.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +1.4% | -4.1% | +5.5% | +3.0% |
| 30D | +26.3% | +16.1% | +10.1% | +18.6% |
| 3M | +25.6% | -2.5% | +28.1% | +26.2% |
| 6M | +30.3% | +12.9% | +17.3% | +22.7% |
| YTD | +50.4% | +9.0% | +41.3% | +42.9% |
| 1Y | +57.7% | +8.2% | +49.5% | +50.3% |
| 3Y | +213.4% | +58.4% | +154.9% | +149.6% |
| All | +47.7% | +158.6% | -110.9% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling