+211.0%
INTU vs PHM
+545.0%
-333.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.2% |
| 7D | -8.5% | -3.9% | -4.6% | -7.2% |
| 30D | -6.1% | -8.6% | +2.4% | -3.3% |
| 3M | +7.3% | -2.9% | +10.3% | +8.1% |
| 6M | -33.2% | -5.7% | -27.5% | -32.7% |
| YTD | -52.2% | +1.9% | -54.0% | -53.5% |
| 1Y | -52.7% | -12.3% | -40.4% | -51.6% |
| 3Y | -41.6% | +50.8% | -92.4% | -54.0% |
| 5Y | -42.6% | +157.3% | -199.9% | -64.3% |
| 10Y | +211.0% | +566.5% | -355.5% | +36.3% |
| All | +211.0% | +545.0% | -333.9% | +36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling