+23.5%
NVDA vs PHM
-12.7%
+36.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -5.1% | -5.0% | -0.2% | -5.2% |
| 30D | -2.5% | -8.4% | +6.0% | -2.6% |
| 3M | +6.7% | -4.4% | +11.1% | +6.5% |
| 6M | +17.6% | -3.7% | +21.4% | +16.0% |
| YTD | +17.3% | +1.3% | +16.0% | +17.5% |
| 1Y | +23.5% | -14.0% | +37.5% | +20.1% |
| All | +23.5% | -12.7% | +36.2% | +20.1% |
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