+339.6%
PODD vs PHM
+670.5%
-331.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.1% | +2.1% |
| 7D | +4.1% | -4.1% | +8.2% | +5.4% |
| 30D | +13.9% | +16.1% | -2.3% | +8.9% |
| 3M | +4.1% | -2.5% | +6.6% | +4.8% |
| 6M | +2.4% | +12.9% | -10.5% | -1.7% |
| YTD | -46.4% | +9.0% | -55.4% | -48.3% |
| 1Y | -54.2% | +8.2% | -62.3% | -55.8% |
| 3Y | -6.9% | +58.4% | -65.3% | -23.1% |
| 5Y | -51.6% | +159.2% | -210.8% | -66.5% |
| All | +339.6% | +670.5% | -331.0% | +103.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling