+157.3%
PHM vs BLDR
+13.4%
+143.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | +0.2% |
| 7D | -3.9% | -2.7% | -1.2% | -2.4% |
| 30D | -8.6% | -14.7% | +6.2% | 0.0% |
| 3M | -2.9% | -20.8% | +17.9% | +9.8% |
| 6M | -5.7% | -35.3% | +29.6% | +18.8% |
| YTD | +1.9% | -40.3% | +42.2% | +33.2% |
| 1Y | -12.3% | -56.3% | +44.0% | +36.8% |
| 3Y | +50.8% | -56.1% | +106.9% | +119.1% |
| 5Y | +157.3% | +12.9% | +144.4% | +95.7% |
| All | +157.3% | +13.4% | +143.9% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling