+127.0%
HOOD vs PHM
+180.8%
-53.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +1.7% |
| 7D | -0.6% | +3.5% | -4.1% | -2.5% |
| 30D | -23.6% | +21.2% | -44.8% | -31.3% |
| 3M | -10.7% | +2.5% | -13.2% | -12.4% |
| 6M | +8.2% | +16.1% | -7.9% | -2.3% |
| YTD | -26.3% | +16.6% | -43.0% | -34.7% |
| 1Y | -36.1% | +14.4% | -50.5% | -42.9% |
| 3Y | +950.7% | +71.9% | +878.8% | +566.7% |
| 5Y | +127.0% | +174.3% | -47.3% | -15.1% |
| All | +127.0% | +180.8% | -53.8% | -15.1% |
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