+792.3%
PH vs ALL
+355.7%
+436.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.7% |
| 7D | +0.4% | -1.7% | +2.1% | +1.4% |
| 30D | -10.8% | -4.7% | -6.1% | -8.4% |
| 3M | +8.5% | +18.4% | -9.9% | -3.1% |
| 6M | +3.9% | +20.5% | -16.6% | -8.7% |
| YTD | +9.4% | +23.5% | -14.1% | -6.0% |
| 1Y | +26.8% | +29.0% | -2.2% | +5.5% |
| 3Y | +140.8% | +153.7% | -12.9% | +19.1% |
| 5Y | +253.8% | +114.8% | +139.0% | +88.5% |
| 10Y | +792.3% | +356.1% | +436.2% | +161.6% |
| All | +792.3% | +355.7% | +436.7% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling