-40.7%
INTU vs PHM
+52.3%
-93.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -3.7% |
| 7D | -7.5% | -2.5% | -5.1% | -7.3% |
| 30D | -1.9% | -9.7% | +7.7% | -0.8% |
| 3M | +4.9% | +2.2% | +2.6% | +4.8% |
| 6M | -33.2% | -5.7% | -27.5% | -32.8% |
| YTD | -51.4% | +2.8% | -54.2% | -52.0% |
| 1Y | -52.0% | -14.4% | -37.6% | -51.1% |
| 3Y | -40.7% | +52.2% | -92.9% | -49.6% |
| All | -40.7% | +52.3% | -93.0% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling