+67.6%
UBER vs PHM
+336.5%
-268.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | -4.1% | +5.7% | +3.5% |
| 30D | +0.6% | +16.1% | -15.6% | -6.1% |
| 3M | -8.2% | -2.5% | -5.7% | -7.5% |
| 6M | -6.7% | +12.9% | -19.6% | -12.4% |
| YTD | -14.7% | +9.0% | -23.7% | -19.8% |
| 1Y | -24.1% | +8.2% | -32.2% | -28.6% |
| 3Y | +33.4% | +58.4% | -25.0% | -2.1% |
| 5Y | +54.5% | +159.2% | -104.7% | -15.6% |
| All | +67.6% | +336.5% | -268.9% | -37.1% |
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