+33.1%
URI vs PHM
+14.7%
+18.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +5.8% |
| 7D | -4.0% | +3.5% | -7.5% | -5.5% |
| 30D | +6.8% | +21.2% | -14.4% | -2.4% |
| 3M | -2.8% | +2.5% | -5.3% | -4.2% |
| 6M | +20.9% | +16.1% | +4.8% | +10.6% |
| YTD | +40.2% | +16.6% | +23.6% | +29.5% |
| All | +33.1% | +14.7% | +18.4% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling