+8.9%
PHM vs PLTU
+124.7%
-115.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.9% |
| 7D | +2.9% | -9.2% | +12.1% | +3.0% |
| 30D | +16.5% | -37.3% | +53.8% | +17.0% |
| 3M | +0.6% | -14.7% | +15.3% | +0.6% |
| 6M | +11.6% | +17.3% | -5.7% | +10.8% |
| YTD | +12.1% | -39.4% | +51.5% | +12.4% |
| 1Y | +9.6% | -50.6% | +60.2% | +10.3% |
| All | +8.9% | +124.7% | -115.8% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling