+246.6%
PAAS vs PHM
+52.3%
+194.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.9% | +0.2% |
| 7D | +2.0% | -2.5% | +4.5% | +2.6% |
| 30D | -0.1% | -9.7% | +9.6% | +2.4% |
| 3M | +8.2% | +2.2% | +6.0% | +7.2% |
| 6M | -13.8% | -5.7% | -8.1% | -13.1% |
| YTD | -0.6% | +2.8% | -3.5% | -1.8% |
| 1Y | +44.0% | -14.4% | +58.4% | +48.1% |
| 3Y | +246.6% | +52.2% | +194.4% | +166.0% |
| All | +246.6% | +52.3% | +194.3% | +166.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling