+2,550.6%
SOXX vs PHM
+1,221.4%
+1,329.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.3% |
| 7D | +1.4% | -5.0% | +6.4% | +3.1% |
| 30D | -3.6% | -8.4% | +4.9% | -0.9% |
| 3M | -10.2% | -4.4% | -5.7% | -9.5% |
| 6M | +54.2% | -3.7% | +58.0% | +54.9% |
| YTD | +75.2% | +1.3% | +73.9% | +72.3% |
| 1Y | +107.5% | -14.0% | +121.5% | +114.7% |
| 3Y | +226.8% | +48.1% | +178.6% | +175.4% |
| 5Y | +251.2% | +158.8% | +92.4% | +143.7% |
| 10Y | +1,567.6% | +562.8% | +1,004.9% | +704.7% |
| All | +2,550.6% | +1,221.4% | +1,329.2% | +352.7% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling