+4.6%
PHM vs PLTD
-77.8%
+82.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | +0.2% |
| 7D | -3.2% | +5.9% | -9.1% | -3.0% |
| 30D | -6.4% | -11.6% | +5.2% | -6.7% |
| 3M | +5.5% | -29.9% | +35.4% | +4.9% |
| 6M | -5.4% | -28.5% | +23.1% | -5.8% |
| YTD | +6.6% | -20.4% | +27.0% | +7.0% |
| 1Y | -8.8% | -33.3% | +24.4% | -9.3% |
| All | +4.6% | -77.8% | +82.4% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling