+2,735.1%
PHM vs AEE
+822.6%
+1,912.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.1% |
| 7D | -2.5% | +1.3% | -3.8% | -3.3% |
| 30D | -9.7% | -1.2% | -8.4% | -9.0% |
| 3M | +2.2% | +1.0% | +1.2% | +1.4% |
| 6M | -5.7% | -2.3% | -3.4% | -4.6% |
| YTD | +2.8% | +9.1% | -6.3% | -2.9% |
| 1Y | -14.4% | +10.6% | -25.0% | -19.9% |
| 3Y | +52.2% | +48.5% | +3.7% | +15.9% |
| 5Y | +154.3% | +39.9% | +114.4% | +97.9% |
| 10Y | +545.9% | +185.7% | +360.2% | +196.9% |
| All | +2,735.1% | +822.6% | +1,912.5% | +534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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