+14.6%
PHM vs NVMI
-11.6%
+26.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -2.4% | +9.6% | +7.4% |
| 7D | +13.6% | -11.8% | +25.3% | +14.8% |
| 30D | +19.3% | -24.8% | +44.1% | +22.6% |
| 3M | +3.5% | -28.6% | +32.1% | +6.8% |
| 6M | +18.6% | -40.0% | +58.6% | +23.3% |
| YTD | +16.7% | -10.1% | +26.8% | +15.3% |
| 1Y | +14.6% | -9.8% | +24.4% | +13.2% |
| All | +14.6% | -11.6% | +26.2% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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