+250.7%
HOOD vs PHM
+145.1%
+105.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +17.1% | -3.2% | +20.3% | +19.0% |
| 30D | +31.6% | -6.4% | +38.0% | +35.9% |
| 3M | +38.2% | +5.5% | +32.7% | +32.7% |
| 6M | +48.5% | -5.4% | +54.0% | +50.7% |
| YTD | +8.0% | +6.6% | +1.4% | +1.5% |
| 1Y | +18.7% | -8.8% | +27.5% | +20.7% |
| 3Y | +999.1% | +54.1% | +945.0% | +680.0% |
| 5Y | +181.7% | +144.5% | +37.2% | +18.2% |
| All | +250.7% | +145.1% | +105.6% | +38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling