+176.2%
PHM vs NIO
-92.1%
+268.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.9% | -7.9% | -2.7% |
| 7D | +6.2% | +5.6% | +0.6% | +5.5% |
| 30D | +17.9% | -4.2% | +22.2% | +18.5% |
| 3M | +2.5% | -26.3% | +28.8% | +6.3% |
| 6M | +10.8% | -42.5% | +53.3% | +18.0% |
| YTD | +13.7% | -33.5% | +47.2% | +17.9% |
| 1Y | +12.4% | -52.7% | +65.0% | +21.6% |
| 3Y | +65.6% | -57.5% | +123.1% | +71.8% |
| All | +176.2% | -92.1% | +268.3% | +219.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling