+14.6%
PHM vs GRMN
+40.7%
-26.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +6.5% | +0.6% | +4.8% |
| 7D | +13.6% | +6.1% | +7.5% | +11.2% |
| 30D | +19.3% | +1.3% | +18.0% | +18.5% |
| 3M | +3.5% | -5.6% | +9.0% | +5.1% |
| 6M | +18.6% | +22.2% | -3.6% | +8.4% |
| YTD | +16.7% | +44.3% | -27.6% | -2.2% |
| 1Y | +14.6% | +43.1% | -28.4% | -2.6% |
| All | +14.6% | +40.7% | -26.0% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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