+62.3%
PHM vs AMBA
+23.1%
+39.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -3.7% |
| 7D | +2.9% | -2.6% | +5.6% | +3.1% |
| 30D | +16.5% | -10.5% | +27.0% | +17.5% |
| 3M | +0.6% | -26.4% | +27.1% | +3.2% |
| 6M | +11.6% | -20.9% | +32.5% | +11.5% |
| YTD | +12.1% | -14.8% | +26.9% | +9.9% |
| 1Y | +9.6% | -36.1% | +45.7% | +11.5% |
| 3Y | +62.3% | +20.2% | +42.0% | +40.2% |
| All | +62.3% | +23.1% | +39.2% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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