+14.6%
PHM vs NIO
-54.1%
+68.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.4% | +3.7% | +7.1% |
| 7D | +13.6% | -0.6% | +14.2% | +13.6% |
| 30D | +19.3% | -3.5% | +22.8% | +19.4% |
| 3M | +3.5% | -30.7% | +34.2% | +3.9% |
| 6M | +18.6% | -45.6% | +64.2% | +19.7% |
| YTD | +16.7% | -35.3% | +52.0% | +16.8% |
| 1Y | +14.6% | -53.9% | +68.5% | +15.4% |
| All | +14.6% | -54.1% | +68.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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