+147.6%
PHM vs SUI
-32.0%
+179.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -3.2% | -2.8% | -0.4% | -1.5% |
| 30D | -6.4% | -1.2% | -5.3% | -5.8% |
| 3M | +5.5% | -1.7% | +7.2% | +6.4% |
| 6M | -5.4% | -10.5% | +5.0% | +0.7% |
| YTD | +6.6% | -1.8% | +8.4% | +7.2% |
| 1Y | -8.8% | -4.1% | -4.8% | -7.1% |
| 3Y | +54.1% | +11.3% | +42.9% | +39.6% |
| All | +147.6% | -32.0% | +179.6% | +210.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling