+236.7%
INTU vs PHM
+670.5%
-433.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +0.1% | -4.1% | +4.2% | +1.4% |
| 30D | +10.1% | +16.1% | -6.1% | +4.6% |
| 3M | -4.2% | -2.5% | -1.7% | -3.6% |
| 6M | -7.2% | +12.9% | -20.1% | -11.7% |
| YTD | -47.7% | +9.0% | -56.7% | -50.5% |
| 1Y | -46.7% | +8.2% | -54.9% | -49.5% |
| 3Y | -34.1% | +58.4% | -92.5% | -48.9% |
| 5Y | -43.3% | +159.2% | -202.5% | -64.9% |
| All | +236.7% | +670.5% | -433.8% | +41.1% |
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