-23.2%
PODD vs PHM
+47.0%
-70.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.8% |
| 7D | -10.6% | -6.4% | -4.2% | -9.1% |
| 30D | -6.9% | -12.1% | +5.2% | -4.1% |
| 3M | -10.6% | -1.5% | -9.1% | -10.7% |
| 6M | -43.5% | -6.0% | -37.5% | -42.9% |
| YTD | -52.6% | -0.3% | -52.3% | -53.0% |
| 1Y | -60.1% | -13.3% | -46.8% | -59.2% |
| All | -23.2% | +47.0% | -70.1% | -42.4% |
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 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