+327.1%
NET vs PHM
+54.8%
+272.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -7.0% | -3.2% | -3.8% | -6.5% |
| 30D | -4.8% | -6.4% | +1.6% | -3.9% |
| 3M | +3.8% | +5.5% | -1.7% | +2.5% |
| 6M | +50.0% | -5.4% | +55.5% | +50.6% |
| YTD | +41.5% | +6.6% | +34.9% | +37.6% |
| 1Y | +32.8% | -8.8% | +41.7% | +34.1% |
| All | +327.1% | +54.8% | +272.2% | +169.4% |
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