+265.1%
MU vs PHM
+16.2%
+249.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +7.2% | -14.2% | -7.2% |
| 7D | -19.1% | +13.6% | -32.7% | -19.9% |
| 30D | -25.2% | +19.3% | -44.5% | -26.6% |
| 3M | -10.9% | +3.5% | -14.4% | -10.2% |
| 6M | +38.0% | +18.6% | +19.4% | +33.9% |
| YTD | +178.8% | +16.7% | +162.1% | +168.0% |
| 1Y | +265.1% | +14.6% | +250.5% | +253.8% |
| All | +265.1% | +16.2% | +249.0% | +253.8% |
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