+137,274.1%
UNH vs PHM
+11,050.0%
+126,224.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.5% | +1.6% |
| 7D | +1.1% | -2.5% | +3.6% | +1.6% |
| 30D | -1.5% | -9.7% | +8.1% | +0.2% |
| 3M | -0.8% | +2.2% | -3.1% | -1.6% |
| 6M | +41.8% | -5.7% | +47.5% | +42.4% |
| YTD | +23.1% | +2.8% | +20.2% | +21.4% |
| 1Y | +28.5% | -14.4% | +42.9% | +31.0% |
| 3Y | -11.8% | +52.2% | -64.0% | -21.1% |
| 5Y | +5.3% | +154.3% | -148.9% | -16.5% |
| 10Y | +247.4% | +545.9% | -298.4% | +122.5% |
| All | +137,274.1% | +11,050.0% | +126,224.1% | +34,668.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling