+42.1%
U vs PHM
+7.4%
+34.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.2% |
| 7D | +2.6% | -4.1% | +6.7% | +2.7% |
| 30D | +27.6% | +16.1% | +11.4% | +26.8% |
| 3M | +15.3% | -2.5% | +17.8% | +15.0% |
| 6M | +96.4% | +12.9% | +83.5% | +96.0% |
| YTD | +19.6% | +9.0% | +10.5% | +16.5% |
| 1Y | +42.1% | +8.2% | +33.9% | +39.0% |
| All | +42.1% | +7.4% | +34.7% | +39.0% |
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