+27.6%
SOLS vs PHM
-6.1%
+33.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.9% |
| 7D | +0.3% | -6.4% | +6.7% | +2.9% |
| 30D | +0.9% | -12.1% | +13.0% | +6.0% |
| 3M | -20.7% | -1.5% | -19.1% | -21.0% |
| 6M | -17.7% | -6.0% | -11.7% | -17.2% |
| YTD | +27.1% | -0.3% | +27.4% | +24.1% |
| All | +27.6% | -6.1% | +33.7% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling