+17.0%
PHM vs AHR
+356.1%
-339.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | -5.0% | -2.1% | -2.9% | -4.4% |
| 30D | -8.4% | +1.9% | -10.3% | -9.0% |
| 3M | -4.4% | +15.7% | -20.1% | -8.6% |
| 6M | -3.7% | +2.5% | -6.3% | -4.9% |
| YTD | +1.3% | +15.0% | -13.7% | -3.4% |
| 1Y | -14.0% | +28.1% | -42.1% | -21.2% |
| All | +17.0% | +356.1% | -339.1% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling