+12.0%
HON vs PHM
+158.6%
-146.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +1.4% | -4.1% | +5.5% | +2.5% |
| 30D | +7.5% | +16.1% | -8.7% | +3.3% |
| 3M | -4.3% | -2.5% | -1.8% | -4.0% |
| 6M | -1.5% | +12.9% | -14.5% | -5.1% |
| YTD | +10.5% | +9.0% | +1.5% | +7.1% |
| 1Y | +8.5% | +8.2% | +0.4% | +5.3% |
| 3Y | +28.0% | +58.4% | -30.4% | +8.0% |
| All | +12.0% | +158.6% | -146.6% | -23.5% |
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