+566.5%
PHM vs BUD
-24.2%
+590.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | +0.1% |
| 7D | -3.9% | -1.3% | -2.5% | -3.2% |
| 30D | -8.6% | -6.1% | -2.4% | -5.8% |
| 3M | -2.9% | -3.8% | +0.8% | -1.2% |
| 6M | -5.7% | +8.2% | -13.9% | -9.4% |
| YTD | +1.9% | +23.6% | -21.7% | -8.0% |
| 1Y | -12.3% | +33.4% | -45.7% | -23.7% |
| 3Y | +50.8% | +45.3% | +5.4% | +23.3% |
| 5Y | +157.3% | +44.3% | +113.0% | +107.5% |
| 10Y | +566.5% | -22.8% | +589.3% | +447.6% |
| All | +566.5% | -24.2% | +590.7% | +447.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling