+152.9%
PHM vs UUUU
+88.5%
+64.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.2% | -1.6% |
| 7D | -6.4% | -5.0% | -1.3% | -6.0% |
| 30D | -12.1% | -7.8% | -4.3% | -11.6% |
| 3M | -1.5% | -0.4% | -1.1% | -1.9% |
| 6M | -6.0% | -32.9% | +26.9% | -3.9% |
| YTD | -0.3% | -6.3% | +6.0% | -2.6% |
| 1Y | -13.3% | +7.9% | -21.3% | -18.3% |
| 3Y | +47.6% | +85.2% | -37.6% | +23.9% |
| All | +152.9% | +88.5% | +64.4% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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