-14.4%
PHM vs NIO
-37.4%
+22.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -3.5% |
| 7D | -2.5% | -6.7% | +4.2% | -2.4% |
| 30D | -9.7% | -20.0% | +10.4% | -9.5% |
| 3M | +2.2% | -30.5% | +32.7% | +2.6% |
| 6M | -5.7% | -20.7% | +15.0% | -5.5% |
| YTD | +2.8% | -25.7% | +28.5% | +2.9% |
| 1Y | -14.4% | -38.6% | +24.2% | -13.9% |
| All | -14.4% | -37.4% | +22.9% | -13.9% |
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