+57.4%
INTC vs PHM
+16.2%
+41.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.2% | -10.9% | -4.4% |
| 7D | -39.0% | +13.6% | -52.6% | -40.0% |
| 30D | -49.8% | +19.3% | -69.1% | -51.2% |
| 3M | -42.2% | +3.5% | -45.7% | -41.7% |
| 6M | -39.2% | +18.6% | -57.8% | -42.0% |
| YTD | +57.9% | +16.7% | +41.2% | +46.9% |
| 1Y | +57.4% | +14.6% | +42.7% | +50.4% |
| All | +57.4% | +16.2% | +41.2% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling