+911.9%
NVDA vs PHM
+152.6%
+759.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -0.3% | -3.9% | +3.5% | +1.3% |
| 30D | +2.8% | -8.6% | +11.4% | +6.4% |
| 3M | +7.4% | -2.9% | +10.4% | +7.6% |
| 6M | +22.6% | -5.7% | +28.3% | +23.7% |
| YTD | +20.1% | +1.9% | +18.2% | +15.7% |
| 1Y | +31.2% | -12.3% | +43.5% | +34.6% |
| 3Y | +391.7% | +50.8% | +341.0% | +224.6% |
| 5Y | +911.9% | +157.3% | +754.6% | +332.0% |
| All | +911.9% | +152.6% | +759.3% | +332.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling