-25.1%
MARA vs PHM
-6.9%
-18.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | -3.2% | +9.2% | +6.8% |
| 30D | +0.6% | -6.4% | +7.1% | +2.2% |
| 3M | -18.5% | +5.5% | -24.0% | -21.2% |
| 6M | +21.7% | -5.4% | +27.2% | +19.5% |
| YTD | +25.9% | +6.6% | +19.4% | +18.3% |
| 1Y | -25.1% | -8.8% | -16.3% | -25.7% |
| All | -25.1% | -6.9% | -18.2% | -25.7% |
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