+2,876.9%
TQQQ vs PHM
+568.1%
+2,308.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.2% |
| 7D | -1.9% | -5.0% | +3.1% | +2.3% |
| 30D | -4.9% | -8.4% | +3.6% | +2.1% |
| 3M | -6.4% | -4.4% | -2.0% | -4.7% |
| 6M | +44.4% | -3.7% | +48.1% | +45.8% |
| YTD | +35.2% | +1.3% | +33.9% | +28.3% |
| 1Y | +49.5% | -14.0% | +63.5% | +61.2% |
| 3Y | +250.7% | +48.1% | +202.6% | +114.3% |
| 5Y | +104.7% | +158.8% | -54.1% | -19.5% |
| All | +2,876.9% | +568.1% | +2,308.8% | +592.4% |
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