-52.7%
INTU vs PHM
-14.7%
-38.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.6% |
| 7D | -8.5% | -3.9% | -4.6% | -8.5% |
| 30D | -6.1% | -8.6% | +2.4% | -6.3% |
| 3M | +7.3% | -2.9% | +10.3% | +8.0% |
| 6M | -33.2% | -5.7% | -27.5% | -32.6% |
| YTD | -52.2% | +1.9% | -54.0% | -52.7% |
| 1Y | -52.7% | -12.3% | -40.4% | -52.2% |
| All | -52.7% | -14.7% | -38.0% | -52.2% |
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