+99.2%
PSA vs PHM
+557.7%
-458.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.5% |
| 7D | -3.6% | -6.4% | +2.7% | -2.1% |
| 30D | -9.4% | -12.1% | +2.7% | -6.4% |
| 3M | -8.2% | -1.5% | -6.6% | -8.1% |
| 6M | -1.8% | -6.0% | +4.2% | -0.7% |
| YTD | +15.7% | -0.3% | +16.0% | +15.3% |
| 1Y | +6.3% | -13.3% | +19.6% | +9.3% |
| 3Y | +21.6% | +47.6% | -26.0% | +9.0% |
| 5Y | +13.5% | +154.7% | -141.3% | -12.0% |
| All | +99.2% | +557.7% | -458.5% | +26.6% |
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 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