-14.0%
PHM vs BRKR
+75.9%
-90.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -5.0% | -8.7% | +3.7% | -3.8% |
| 30D | -8.4% | -9.9% | +1.4% | -7.3% |
| 3M | -4.4% | -3.1% | -1.3% | -5.6% |
| 6M | -3.7% | +45.5% | -49.2% | -13.1% |
| YTD | +1.3% | +13.7% | -12.4% | -4.7% |
| 1Y | -14.0% | +67.4% | -81.5% | -24.0% |
| All | -14.0% | +75.9% | -90.0% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling