+2,684.0%
SNDK vs PHM
-6.9%
+2,690.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.9% |
| 7D | +17.2% | -3.2% | +20.4% | +17.9% |
| 30D | +28.8% | -6.4% | +35.3% | +30.5% |
| 3M | -1.1% | +5.5% | -6.6% | -5.0% |
| 6M | +190.5% | -5.4% | +195.9% | +188.3% |
| YTD | +633.0% | +6.6% | +626.4% | +598.6% |
| 1Y | +2,684.0% | -8.8% | +2,692.8% | +3,205.4% |
| All | +2,684.0% | -6.9% | +2,690.9% | +3,205.4% |
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