+545.9%
PHM vs RY
+371.6%
+174.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -2.9% |
| 7D | -2.5% | +2.7% | -5.2% | -4.7% |
| 30D | -9.7% | -1.0% | -8.7% | -9.1% |
| 3M | +2.2% | +7.6% | -5.4% | -4.3% |
| 6M | -5.7% | +29.5% | -35.1% | -24.4% |
| YTD | +2.8% | +24.2% | -21.3% | -15.0% |
| 1Y | -14.4% | +46.4% | -60.8% | -38.6% |
| 3Y | +52.2% | +159.4% | -107.2% | -34.8% |
| 5Y | +154.3% | +141.8% | +12.4% | +14.4% |
| 10Y | +545.9% | +373.9% | +172.0% | +57.2% |
| All | +545.9% | +371.6% | +174.2% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling