-60.1%
PODD vs PHM
-14.5%
-45.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.0% |
| 7D | -10.6% | -6.4% | -4.2% | -9.5% |
| 30D | -6.9% | -12.1% | +5.2% | -5.0% |
| 3M | -10.6% | -1.5% | -9.1% | -10.7% |
| 6M | -43.5% | -6.0% | -37.5% | -43.3% |
| YTD | -52.6% | -0.3% | -52.3% | -52.3% |
| 1Y | -60.1% | -13.3% | -46.8% | -61.6% |
| All | -60.1% | -14.5% | -45.6% | -61.6% |
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