+66.1%
INTC vs PHM
+7.4%
+58.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | -4.1% | +10.1% | +6.4% |
| 30D | -39.2% | +16.1% | -55.3% | -41.0% |
| 3M | -42.9% | -2.5% | -40.4% | -42.2% |
| 6M | -50.4% | +12.9% | -63.3% | -52.7% |
| YTD | +61.7% | +9.0% | +52.7% | +52.4% |
| 1Y | +66.1% | +8.2% | +58.0% | +57.0% |
| All | +66.1% | +7.4% | +58.7% | +57.0% |
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