+95.5%
PSX vs PHM
+7.4%
+88.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +7.8% | -4.1% | +11.9% | +7.3% |
| 30D | -10.9% | +16.1% | -27.0% | -9.2% |
| 3M | +14.5% | -2.5% | +17.0% | +14.9% |
| 6M | +56.1% | +12.9% | +43.2% | +56.6% |
| YTD | +109.6% | +9.0% | +100.6% | +105.8% |
| 1Y | +95.5% | +8.2% | +87.3% | +93.5% |
| All | +95.5% | +7.4% | +88.1% | +93.5% |
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 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