+432.9%
SNXX vs PHM
+0.6%
+432.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.1% | +23.3% | +23.4% |
| 7D | +34.9% | -3.2% | +38.1% | +35.3% |
| 30D | +52.5% | -6.4% | +59.0% | +54.0% |
| 3M | -41.3% | +5.5% | -46.8% | -46.1% |
| 6M | +293.8% | -5.4% | +299.2% | +248.8% |
| All | +432.9% | +0.6% | +432.3% | +412.8% |
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 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