+98.0%
PHIN vs SPY
+82.8%
+15.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +2.1% | +0.5% | +1.5% | +1.5% |
| 30D | -8.9% | -0.9% | -8.0% | -8.0% |
| 3M | -14.9% | +3.9% | -18.8% | -18.5% |
| 6M | +1.9% | +14.5% | -12.7% | -12.0% |
| YTD | +9.7% | +12.9% | -3.2% | -3.7% |
| 1Y | +17.5% | +19.4% | -1.9% | -3.0% |
| 3Y | +162.9% | +78.5% | +84.4% | +45.5% |
| All | +98.0% | +82.8% | +15.2% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling