+452.5%
TEAM vs PHM
+685.6%
-233.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.9% |
| 7D | -19.7% | -4.8% | -15.0% | -18.4% |
| 30D | -26.6% | +16.5% | -43.1% | -30.4% |
| 3M | -1.1% | -2.0% | +0.9% | -1.0% |
| 6M | +74.6% | +12.7% | +61.9% | +66.6% |
| YTD | -6.0% | +11.2% | -17.1% | -11.6% |
| 1Y | -3.2% | +7.7% | -11.0% | -8.2% |
| 3Y | -13.5% | +60.9% | -74.4% | -31.9% |
| 5Y | -65.5% | +167.7% | -233.2% | -77.7% |
| All | +452.5% | +685.6% | -233.1% | +131.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling