-54.4%
PODD vs PHM
+152.6%
-206.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.7% |
| 7D | -6.9% | -3.9% | -3.0% | -5.6% |
| 30D | -3.5% | -8.6% | +5.1% | -0.4% |
| 3M | -13.6% | -2.9% | -10.7% | -13.2% |
| 6M | -42.6% | -5.7% | -36.9% | -41.9% |
| YTD | -51.5% | +1.9% | -53.3% | -52.6% |
| 1Y | -60.9% | -12.3% | -48.6% | -59.7% |
| 3Y | -19.8% | +50.8% | -70.5% | -39.2% |
| 5Y | -54.4% | +157.3% | -211.7% | -74.3% |
| All | -54.4% | +152.6% | -206.9% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling