+155.3%
HBAN vs PHM
+568.1%
-412.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.2% |
| 7D | -1.0% | -5.0% | +4.0% | +0.9% |
| 30D | -5.6% | -8.4% | +2.8% | -2.6% |
| 3M | -1.1% | -4.4% | +3.3% | 0.0% |
| 6M | +9.9% | -3.7% | +13.6% | +10.6% |
| YTD | -0.9% | +1.3% | -2.2% | -2.6% |
| 1Y | -1.4% | -14.0% | +12.6% | +2.9% |
| 3Y | +78.2% | +48.1% | +30.1% | +46.8% |
| 5Y | +37.0% | +158.8% | -121.8% | -12.5% |
| All | +155.3% | +568.1% | -412.8% | +9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling