+557.2%
PHM vs POET
+30.3%
+526.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.4% |
| 7D | -5.0% | +0.4% | -5.4% | -5.0% |
| 30D | -8.4% | -10.4% | +1.9% | -8.1% |
| 3M | -4.4% | -29.3% | +24.9% | -3.6% |
| 6M | -3.7% | +6.9% | -10.6% | -7.0% |
| YTD | +1.3% | +25.6% | -24.3% | -3.1% |
| 1Y | -14.0% | +49.2% | -63.2% | -19.2% |
| 3Y | +48.1% | +128.4% | -80.3% | +29.3% |
| 5Y | +158.8% | -4.2% | +163.0% | +130.3% |
| All | +557.2% | +30.3% | +526.9% | +448.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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