+48.6%
HAS vs PHM
+175.2%
-126.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | +0.3% |
| 7D | -0.2% | +6.2% | -6.4% | -2.7% |
| 30D | +31.0% | +17.9% | +13.1% | +22.4% |
| 3M | +30.7% | +2.5% | +28.2% | +28.8% |
| 6M | +23.9% | +10.8% | +13.1% | +17.8% |
| YTD | +48.3% | +13.7% | +34.6% | +38.8% |
| 1Y | +60.2% | +12.4% | +47.9% | +50.5% |
| 3Y | +189.2% | +65.6% | +123.6% | +126.8% |
| All | +48.6% | +175.2% | -126.7% | -10.4% |
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