+65.6%
PHM vs ALLY
+54.4%
+11.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.2% |
| 7D | +6.2% | +0.9% | +5.3% | +5.9% |
| 30D | +17.9% | +3.1% | +14.9% | +16.6% |
| 3M | +2.5% | -12.6% | +15.1% | +8.4% |
| 6M | +10.8% | -12.4% | +23.2% | +17.0% |
| YTD | +13.7% | -13.2% | +26.9% | +19.9% |
| 1Y | +12.4% | +1.8% | +10.5% | +10.9% |
| 3Y | +65.6% | +58.0% | +7.7% | +32.8% |
| All | +65.6% | +54.4% | +11.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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