-39.8%
NOW vs PHM
+7.4%
-47.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.3% | -4.1% | +4.4% | -0.2% |
| 30D | -27.0% | +16.1% | -43.1% | -25.7% |
| 3M | -19.6% | -2.5% | -17.1% | -19.8% |
| 6M | +17.5% | +12.9% | +4.5% | +21.6% |
| YTD | -33.3% | +9.0% | -42.3% | -32.2% |
| 1Y | -39.8% | +8.2% | -48.0% | -39.0% |
| All | -39.8% | +7.4% | -47.2% | -39.0% |
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