+4,344.1%
SMCI vs PHM
+442.0%
+3,902.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | +5.2% | -3.9% | +9.1% | +6.6% |
| 30D | +23.7% | -8.6% | +32.3% | +27.3% |
| 3M | -4.2% | -2.9% | -1.3% | -3.5% |
| 6M | +21.7% | -5.7% | +27.4% | +24.2% |
| YTD | +33.0% | +1.9% | +31.1% | +31.6% |
| 1Y | -9.3% | -12.3% | +3.0% | -5.9% |
| 3Y | +38.7% | +50.8% | -12.1% | +18.3% |
| 5Y | +967.2% | +157.3% | +809.9% | +657.9% |
| 10Y | +1,745.9% | +566.5% | +1,179.4% | +848.9% |
| All | +4,344.1% | +442.0% | +3,902.1% | +1,689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling