+15.1%
TEAM vs PHM
+16.2%
-1.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.2% | -7.8% | 0.0% |
| 7D | -13.7% | +13.6% | -27.3% | -12.7% |
| 30D | -3.4% | +19.3% | -22.7% | -2.2% |
| 3M | +72.1% | +3.5% | +68.6% | +72.3% |
| 6M | +103.8% | +18.6% | +85.2% | +113.3% |
| YTD | +17.1% | +16.7% | +0.4% | +20.0% |
| 1Y | +15.1% | +14.6% | +0.5% | +17.0% |
| All | +15.1% | +16.2% | -1.1% | +17.0% |
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