-8.8%
PHM vs NIO
-37.4%
+28.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.1% |
| 7D | -3.2% | -13.0% | +9.9% | -3.1% |
| 30D | -6.4% | -18.3% | +11.8% | -6.3% |
| 3M | +5.5% | -33.2% | +38.7% | +5.9% |
| 6M | -5.4% | -21.5% | +16.0% | -5.3% |
| YTD | +6.6% | -25.5% | +32.1% | +6.6% |
| 1Y | -8.8% | -38.0% | +29.2% | -8.3% |
| All | -8.8% | -37.4% | +28.6% | -8.3% |
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