+281.3%
P vs PHM
+145.9%
+135.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +6.5% | -3.2% | +9.7% | +7.6% |
| 30D | +18.8% | -6.4% | +25.3% | +21.1% |
| 3M | +26.7% | +5.5% | +21.3% | +23.6% |
| 6M | +62.2% | -5.4% | +67.6% | +63.3% |
| YTD | +48.5% | +6.6% | +41.9% | +42.8% |
| 1Y | +26.4% | -8.8% | +35.2% | +27.3% |
| 3Y | +159.4% | +54.1% | +105.3% | +102.5% |
| All | +281.3% | +145.9% | +135.3% | +130.3% |
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