+76,578.9%
MU vs PHM
+12,545.8%
+64,033.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +5.3% |
| 7D | -12.0% | +3.5% | -15.5% | -13.5% |
| 30D | -28.7% | +21.2% | -49.9% | -34.3% |
| 3M | -16.4% | +2.5% | -18.9% | -18.2% |
| 6M | -1.8% | +16.1% | -17.9% | -8.9% |
| YTD | +157.1% | +16.6% | +140.4% | +136.3% |
| 1Y | +208.5% | +14.4% | +194.1% | +184.9% |
| 3Y | +906.2% | +71.9% | +834.3% | +676.7% |
| 5Y | +893.4% | +174.3% | +719.1% | +531.6% |
| 10Y | +4,271.9% | +744.0% | +3,527.9% | +1,608.9% |
| All | +76,578.9% | +12,545.8% | +64,033.0% | +7,360.8% |
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 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