+0.9%
PHM vs PLTD
-77.3%
+78.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -3.5% |
| 7D | -2.5% | +4.5% | -7.0% | -2.3% |
| 30D | -9.7% | -0.7% | -8.9% | -9.6% |
| 3M | +2.2% | -31.0% | +33.3% | +1.6% |
| 6M | -5.7% | -24.8% | +19.2% | -5.9% |
| YTD | +2.8% | -18.6% | +21.4% | +3.3% |
| 1Y | -14.4% | -31.8% | +17.4% | -14.8% |
| All | +0.9% | -77.3% | +78.2% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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