Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • UVXY vs PHM✓SelectedUSD · PHMUVXY vs PHM performance historyLatest closeAs of-6.78%09/11
Stock and ETF performance explorer

UVXY vs PHM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-94.8%
PHM return
+49.3%
Excess return
-144.1%
Maximum drawdown
-96.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioPHMExcessAlpha
1D-6.8%+1.6%-8.4%-5.1%
7D+2.8%-5.0%+7.8%-2.4%
30D-11.4%-8.4%-2.9%-18.9%
3M-41.5%-4.4%-37.1%-43.5%
6M-61.0%-3.7%-57.3%-59.8%
YTD-49.8%+1.3%-51.1%-44.4%
1Y-66.4%-14.0%-52.4%-68.7%
3Y-94.8%+48.1%-142.9%-87.3%
All-94.8%+49.3%-144.1%-87.3%

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