+54.9%
PHM vs BRKR
-18.1%
+72.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | -4.4% | -10.0% | +5.6% | -2.3% |
| 30D | -8.6% | -8.7% | +0.1% | -7.0% |
| 3M | -3.2% | -2.8% | -0.4% | -4.4% |
| 6M | +0.2% | +56.4% | -56.2% | -13.0% |
| YTD | +1.9% | +12.0% | -10.2% | -4.4% |
| 1Y | -12.6% | +71.2% | -83.8% | -27.1% |
| 3Y | +54.9% | -21.1% | +75.9% | +56.3% |
| All | +54.9% | -18.1% | +72.9% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling