-28.6%
NOW vs PHM
-13.4%
-15.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.5% | -1.5% | -5.2% |
| 7D | -6.1% | -2.5% | -3.6% | -6.2% |
| 30D | +7.5% | -9.7% | +17.1% | +6.5% |
| 3M | +17.5% | +2.2% | +15.3% | +19.2% |
| 6M | +7.9% | -5.7% | +13.6% | +7.5% |
| YTD | -12.4% | +2.8% | -15.2% | -12.4% |
| 1Y | -28.6% | -14.4% | -14.1% | -26.4% |
| All | -28.6% | -13.4% | -15.2% | -26.4% |
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 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