+698.2%
PHM vs SUI
+115.7%
+582.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.0% |
| 7D | +6.2% | +6.2% | 0.0% | +2.3% |
| 30D | +17.9% | +8.6% | +9.4% | +11.9% |
| 3M | +2.5% | +1.0% | +1.5% | +1.9% |
| 6M | +10.8% | -2.6% | +13.4% | +12.3% |
| YTD | +13.7% | -0.1% | +13.8% | +13.2% |
| 1Y | +12.4% | +0.5% | +11.9% | +11.4% |
| 3Y | +65.6% | +15.3% | +50.4% | +45.8% |
| 5Y | +175.3% | -26.1% | +201.5% | +225.5% |
| All | +698.2% | +115.7% | +582.4% | +495.5% |
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