-30.0%
PINS vs PHM
+5.7%
-35.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.4% |
| 7D | -3.4% | -6.1% | +2.7% | -2.9% |
| 30D | -14.5% | +13.7% | -28.3% | -15.0% |
| 3M | -16.5% | -1.5% | -15.0% | -16.4% |
| 6M | -7.0% | +11.3% | -18.3% | -6.4% |
| YTD | -26.1% | +8.9% | -35.1% | -30.4% |
| 1Y | -30.0% | +6.1% | -36.1% | -33.4% |
| All | -30.0% | +5.7% | -35.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling