+7,712.8%
URI vs PHM
+3,392.8%
+4,319.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +5.7% |
| 7D | -4.0% | +3.5% | -7.5% | -5.8% |
| 30D | +6.8% | +21.2% | -14.4% | -2.6% |
| 3M | -2.8% | +2.5% | -5.3% | -4.5% |
| 6M | +20.9% | +16.1% | +4.8% | +11.5% |
| YTD | +40.2% | +16.6% | +23.6% | +28.8% |
| 1Y | +34.1% | +14.4% | +19.7% | +24.0% |
| 3Y | +164.1% | +71.9% | +92.3% | +99.3% |
| 5Y | +199.3% | +174.3% | +25.0% | +79.5% |
| 10Y | +1,218.8% | +744.0% | +474.8% | +360.3% |
| All | +7,712.8% | +3,392.8% | +4,319.9% | +1,331.4% |
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