+545.9%
PHM vs SUI
+104.3%
+441.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.6% |
| 7D | -2.5% | -3.1% | +0.6% | -0.5% |
| 30D | -9.7% | -2.3% | -7.3% | -8.3% |
| 3M | +2.2% | -2.8% | +5.0% | +3.9% |
| 6M | -5.7% | -12.4% | +6.7% | +2.4% |
| YTD | +2.8% | -3.3% | +6.1% | +4.5% |
| 1Y | -14.4% | -5.8% | -8.6% | -11.6% |
| 3Y | +52.2% | +12.5% | +39.7% | +35.8% |
| 5Y | +154.3% | -32.9% | +187.1% | +219.9% |
| 10Y | +545.9% | +104.4% | +441.5% | +391.7% |
| All | +545.9% | +104.3% | +441.5% | +391.7% |
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