+557.2%
PHM vs WY
+7.6%
+549.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -5.0% | -4.2% | -0.8% | -2.0% |
| 30D | -8.4% | -10.1% | +1.6% | -1.3% |
| 3M | -4.4% | -8.5% | +4.1% | +1.4% |
| 6M | -3.7% | -3.3% | -0.4% | -1.6% |
| YTD | +1.3% | -4.4% | +5.7% | +4.0% |
| 1Y | -14.0% | -11.5% | -2.5% | -6.9% |
| 3Y | +48.1% | -24.3% | +72.4% | +78.7% |
| 5Y | +158.8% | -21.3% | +180.1% | +206.5% |
| All | +557.2% | +7.6% | +549.6% | +494.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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