-25.0%
QXO vs PHM
+16.2%
-41.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +7.2% | +0.9% | +0.1% |
| 7D | +16.6% | +13.6% | +3.0% | +0.8% |
| 30D | +6.6% | +19.3% | -12.7% | -12.6% |
| 3M | -17.5% | +3.5% | -21.0% | -20.5% |
| 6M | -33.8% | +18.6% | -52.4% | -44.5% |
| YTD | -34.4% | +16.7% | -51.1% | -43.9% |
| 1Y | -25.0% | +14.6% | -39.6% | -35.7% |
| All | -25.0% | +16.2% | -41.1% | -35.7% |
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