+812.6%
PH vs SPXU
-99.5%
+912.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.1% |
| 7D | 0.0% | +1.3% | -1.3% | +0.6% |
| 30D | -10.3% | +5.1% | -15.4% | -8.2% |
| 3M | +5.1% | -9.1% | +14.2% | +1.7% |
| 6M | +2.3% | -29.6% | +31.9% | -10.4% |
| YTD | +8.7% | -27.7% | +36.4% | -3.2% |
| 1Y | +26.8% | -37.0% | +63.7% | +7.2% |
| 3Y | +139.2% | -80.2% | +219.4% | +41.3% |
| 5Y | +251.1% | -86.0% | +337.1% | +117.4% |
| 10Y | +812.6% | -99.5% | +912.1% | +90.0% |
| All | +812.6% | -99.5% | +912.1% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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