+45.2%
UBER vs PHM
+50.2%
-4.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -7.0% | -3.9% | -3.2% | -6.0% |
| 30D | -8.9% | -8.6% | -0.4% | -6.6% |
| 3M | +1.0% | -2.9% | +3.9% | +1.8% |
| 6M | -3.7% | -5.7% | +2.0% | -2.5% |
| YTD | -13.0% | +1.9% | -14.9% | -14.2% |
| 1Y | -25.5% | -12.3% | -13.2% | -23.6% |
| All | +45.2% | +50.2% | -4.9% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling