+8,286.0%
PH vs CNI
+6,544.5%
+1,741.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.4% | +2.5% | -2.1% | -1.1% |
| 30D | -10.8% | -2.5% | -8.3% | -9.5% |
| 3M | +8.5% | +2.7% | +5.7% | +6.3% |
| 6M | +3.9% | +16.9% | -13.0% | -6.3% |
| YTD | +9.4% | +26.3% | -16.9% | -6.1% |
| 1Y | +26.8% | +31.1% | -4.3% | +6.0% |
| 3Y | +140.8% | +21.1% | +119.7% | +109.5% |
| 5Y | +253.8% | +11.0% | +242.8% | +222.0% |
| 10Y | +792.3% | +128.1% | +664.2% | +441.7% |
| All | +8,286.0% | +6,544.5% | +1,741.6% | +1,299.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CNI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling