+14,280.5%
INTU vs PHM
+4,183.1%
+10,097.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -3.2% | -3.9% | -6.3% |
| 30D | +1.5% | -6.4% | +7.9% | +3.1% |
| 3M | +10.7% | +5.5% | +5.2% | +8.9% |
| 6M | -23.8% | -5.4% | -18.4% | -23.4% |
| YTD | -49.3% | +6.6% | -55.9% | -50.8% |
| 1Y | -49.7% | -8.8% | -40.8% | -49.3% |
| 3Y | -38.0% | +54.1% | -92.1% | -46.9% |
| 5Y | -38.7% | +144.5% | -183.2% | -53.5% |
| 10Y | +221.3% | +569.4% | -348.1% | +83.3% |
| All | +14,280.5% | +4,183.1% | +10,097.3% | +3,209.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling