+14.6%
PHM vs ALHC
-51.4%
+66.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +10.1% | -3.0% | +6.5% |
| 7D | +13.6% | -0.5% | +14.1% | +13.5% |
| 30D | +19.3% | -4.2% | +23.5% | +19.4% |
| 3M | +3.5% | -39.8% | +43.3% | +6.7% |
| 6M | +18.6% | -57.7% | +76.3% | +24.4% |
| YTD | +16.7% | -58.8% | +75.5% | +19.5% |
| 1Y | +14.6% | -52.4% | +67.0% | +9.8% |
| All | +14.6% | -51.4% | +66.1% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling