+193.0%
HOOD vs PHM
+152.9%
+40.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.4% | -2.1% |
| 7D | +13.4% | -2.5% | +15.8% | +14.9% |
| 30D | +25.8% | -9.7% | +35.4% | +32.6% |
| 3M | +38.0% | +2.2% | +35.8% | +34.3% |
| 6M | +52.2% | -5.7% | +57.9% | +54.6% |
| YTD | +3.7% | +2.8% | +0.9% | -1.1% |
| 1Y | +0.1% | -14.4% | +14.5% | +5.4% |
| 3Y | +992.6% | +52.2% | +940.3% | +648.7% |
| 5Y | +193.0% | +154.3% | +38.7% | +26.7% |
| All | +193.0% | +152.9% | +40.1% | +26.7% |
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