+14.6%
PHM vs SPY
+14.6%
0.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +5.7% |
| 7D | +13.6% | -0.7% | +14.3% | +14.3% |
| 30D | +19.3% | -1.0% | +20.3% | +20.3% |
| 3M | +3.5% | -0.3% | +3.8% | +3.7% |
| 6M | +18.6% | +7.3% | +11.3% | +9.9% |
| YTD | +16.7% | +13.3% | +3.4% | +1.0% |
| 1Y | +14.6% | +14.8% | -0.2% | -2.0% |
| All | +14.6% | +14.6% | 0.0% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling