+782.8%
PH vs AMCR
+16.5%
+766.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -3.1% | -5.0% | +1.8% | -0.4% |
| 30D | -11.8% | -8.0% | -3.8% | -7.8% |
| 3M | +6.9% | +14.3% | -7.3% | -1.7% |
| 6M | -1.3% | +5.3% | -6.6% | -5.5% |
| YTD | +7.0% | +7.7% | -0.8% | 0.0% |
| 1Y | +23.1% | +10.8% | +12.3% | +12.9% |
| 3Y | +135.4% | +9.6% | +125.8% | +110.7% |
| 5Y | +250.3% | -10.2% | +260.5% | +252.9% |
| All | +782.8% | +16.5% | +766.4% | +599.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 10y: compounded portfolio wealth divided by compounded AMCR 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…
10y analysis · Full analysis span regression · 6 months rolling