-38.7%
PINS vs PHM
+64.3%
-103.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.8% |
| 7D | -2.1% | +6.2% | -8.3% | -3.1% |
| 30D | -6.6% | +17.9% | -24.6% | -9.3% |
| 3M | -18.7% | +2.5% | -21.2% | -19.2% |
| 6M | -10.4% | +10.8% | -21.2% | -12.2% |
| YTD | -26.8% | +13.7% | -40.5% | -29.7% |
| 1Y | -27.9% | +12.4% | -40.2% | -30.6% |
| 3Y | -38.7% | +65.6% | -104.3% | -49.2% |
| All | -38.7% | +64.3% | -103.0% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling