-1.1%
PHM vs PLTU
+140.2%
-141.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | -3.9% | -0.8% | -3.1% | -3.9% |
| 30D | -8.6% | -8.8% | +0.3% | -8.5% |
| 3M | -2.9% | +41.7% | -44.6% | -3.6% |
| 6M | -5.7% | -9.3% | +3.6% | -5.9% |
| YTD | +1.9% | -35.2% | +37.1% | +2.2% |
| 1Y | -12.3% | -29.5% | +17.2% | -12.6% |
| All | -1.1% | +140.2% | -141.3% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling