+744.0%
PHM vs SUI
+118.5%
+625.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | +3.5% | +3.0% | +0.5% | +1.6% |
| 30D | +21.2% | +5.6% | +15.6% | +17.1% |
| 3M | +2.5% | +0.9% | +1.5% | +1.9% |
| 6M | +16.1% | -2.6% | +18.7% | +17.7% |
| YTD | +16.6% | -0.1% | +16.7% | +16.1% |
| 1Y | +14.4% | -1.4% | +15.9% | +14.9% |
| 3Y | +71.9% | +19.8% | +52.1% | +47.4% |
| 5Y | +174.3% | -25.8% | +200.1% | +223.2% |
| 10Y | +744.0% | +118.1% | +625.9% | +536.9% |
| All | +744.0% | +118.5% | +625.5% | +536.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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