+12.6%
HAS vs PHM
+152.9%
-140.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -1.0% |
| 7D | -3.1% | -2.5% | -0.6% | -2.1% |
| 30D | -2.7% | -9.7% | +6.9% | +1.2% |
| 3M | +8.9% | +2.2% | +6.7% | +7.5% |
| 6M | -2.9% | -5.7% | +2.8% | -1.4% |
| YTD | +12.6% | +2.8% | +9.8% | +10.1% |
| 1Y | +17.5% | -14.4% | +31.9% | +23.3% |
| 3Y | +46.2% | +52.2% | -6.0% | +19.0% |
| 5Y | +12.6% | +154.3% | -141.7% | -29.4% |
| All | +12.6% | +152.9% | -140.3% | -29.4% |
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