+48.1%
PHM vs BBIO
+154.4%
-106.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -5.0% | -3.2% | -1.8% | -4.4% |
| 30D | -8.4% | -13.6% | +5.2% | -6.1% |
| 3M | -4.4% | +7.2% | -11.7% | -6.1% |
| 6M | -3.7% | +1.5% | -5.2% | -4.6% |
| YTD | +1.3% | -5.3% | +6.6% | +1.0% |
| 1Y | -14.0% | +37.7% | -51.8% | -20.7% |
| 3Y | +48.1% | +153.9% | -105.8% | +8.1% |
| All | +48.1% | +154.4% | -106.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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