+101,612.5%
TECH vs PHM
+12,545.8%
+89,066.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.4% |
| 7D | +0.2% | +3.5% | -3.3% | -0.5% |
| 30D | +0.5% | +21.2% | -20.7% | -3.1% |
| 3M | +0.9% | +2.5% | -1.6% | +0.1% |
| 6M | +51.0% | +16.1% | +35.0% | +46.4% |
| YTD | +24.4% | +16.6% | +7.7% | +20.0% |
| 1Y | +27.6% | +14.4% | +13.1% | +23.6% |
| 3Y | +29.9% | +71.9% | -41.9% | +17.1% |
| 5Y | -40.6% | +174.3% | -215.0% | -51.0% |
| 10Y | +196.7% | +744.0% | -547.3% | +97.1% |
| All | +101,612.5% | +12,545.8% | +89,066.7% | +35,843.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling