+23,761.0%
PH vs D
+2,347.4%
+21,413.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -3.1% | +1.5% | -4.5% | -3.7% |
| 30D | -3.2% | -2.6% | -0.7% | -2.2% |
| 3M | +10.6% | 0.0% | +10.6% | +10.3% |
| 6M | -2.1% | +7.4% | -9.5% | -6.0% |
| YTD | +10.2% | +15.9% | -5.7% | +2.1% |
| 1Y | +28.2% | +18.1% | +10.1% | +17.4% |
| 3Y | +134.9% | +58.4% | +76.5% | +82.0% |
| 5Y | +253.6% | +5.2% | +248.4% | +227.6% |
| 10Y | +804.7% | +35.9% | +768.9% | +613.8% |
| All | +23,761.0% | +2,347.4% | +21,413.6% | +5,905.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2026-09-04: compounded portfolio wealth divided by compounded D 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling