+72.4%
UBER vs PHM
+305.6%
-233.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.9% |
| 7D | -5.4% | -5.0% | -0.4% | -3.2% |
| 30D | -4.9% | -8.4% | +3.5% | -1.1% |
| 3M | +3.0% | -4.4% | +7.5% | +4.8% |
| 6M | -4.4% | -3.7% | -0.7% | -3.6% |
| YTD | -12.3% | +1.3% | -13.6% | -14.4% |
| 1Y | -24.3% | -14.0% | -10.3% | -20.9% |
| 3Y | +46.4% | +48.1% | -1.7% | +10.9% |
| 5Y | +79.7% | +158.8% | -79.1% | -1.9% |
| All | +72.4% | +305.6% | -233.1% | -33.0% |
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 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