+4.4%
PLTR vs PHM
-14.7%
+19.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.5% |
| 7D | 0.0% | -3.9% | +3.9% | -0.1% |
| 30D | -3.3% | -8.6% | +5.3% | -3.6% |
| 3M | +28.4% | -2.9% | +31.3% | +28.8% |
| 6M | +8.4% | -5.7% | +14.1% | +7.6% |
| YTD | -4.6% | +1.9% | -6.5% | -5.2% |
| 1Y | +4.4% | -12.3% | +16.7% | -2.3% |
| All | +4.4% | -14.7% | +19.1% | -2.3% |
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