+65.6%
PHM vs IBB
+78.6%
-13.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -3.1% |
| 7D | +6.2% | -1.8% | +8.0% | +7.3% |
| 30D | +17.9% | +5.1% | +12.9% | +13.7% |
| 3M | +2.5% | +10.7% | -8.2% | -5.1% |
| 6M | +10.8% | +22.9% | -12.1% | -5.0% |
| YTD | +13.7% | +26.7% | -13.0% | -5.3% |
| 1Y | +12.4% | +35.1% | -22.8% | -11.0% |
| 3Y | +65.6% | +80.2% | -14.6% | +2.9% |
| All | +65.6% | +78.6% | -13.0% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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