+11.2%
P vs PHM
+14.7%
-3.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +6.6% |
| 7D | -9.6% | +3.5% | -13.1% | -9.0% |
| 30D | -33.4% | +21.2% | -54.6% | -32.1% |
| 3M | +14.2% | +2.5% | +11.7% | +16.3% |
| 6M | +31.6% | +16.1% | +15.5% | +33.5% |
| YTD | +53.5% | +16.6% | +36.8% | +57.5% |
| All | +11.2% | +14.7% | -3.5% | +15.1% |
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