+264.8%
PHM vs BLDR
+370.3%
-105.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -0.9% |
| 7D | -6.1% | -8.2% | +2.1% | -3.6% |
| 30D | +13.7% | +16.3% | -2.5% | +8.2% |
| 3M | -1.5% | -17.0% | +15.4% | +4.1% |
| 6M | +11.3% | -17.4% | +28.7% | +17.4% |
| YTD | +8.9% | -41.6% | +50.5% | +27.3% |
| 1Y | +6.1% | -43.5% | +49.6% | +25.3% |
| 3Y | +57.7% | -51.6% | +109.3% | +93.3% |
| 5Y | +159.0% | -11.6% | +170.5% | +165.2% |
| 10Y | +676.2% | +480.9% | +195.3% | +362.4% |
| All | +264.8% | +370.3% | -105.5% | +68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling