+81.9%
UBER vs PHM
+149.8%
-67.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.9% |
| 7D | -4.5% | -6.4% | +1.9% | -1.9% |
| 30D | -7.6% | -12.1% | +4.5% | -2.7% |
| 3M | +5.8% | -1.5% | +7.3% | +6.2% |
| 6M | +0.3% | -6.0% | +6.3% | +2.1% |
| YTD | -11.2% | -0.3% | -10.9% | -12.6% |
| 1Y | -23.0% | -13.3% | -9.6% | -20.0% |
| 3Y | +53.6% | +47.6% | +6.0% | +14.6% |
| 5Y | +81.9% | +154.7% | -72.8% | -7.8% |
| All | +81.9% | +149.8% | -67.9% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling