+9.6%
PHM vs NIO
-52.9%
+62.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -3.8% |
| 7D | +2.9% | +2.8% | +0.1% | +2.9% |
| 30D | +16.5% | -8.4% | +24.9% | +16.7% |
| 3M | +0.6% | -32.0% | +32.6% | +1.2% |
| 6M | +11.6% | -43.9% | +55.5% | +12.6% |
| YTD | +12.1% | -35.7% | +47.8% | +12.3% |
| 1Y | +9.6% | -51.1% | +60.7% | +6.6% |
| All | +9.6% | -52.9% | +62.5% | +6.6% |
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