+142.1%
WBD vs PHM
+49.3%
+92.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.2% |
| 7D | -0.7% | -5.0% | +4.2% | +1.2% |
| 30D | +1.4% | -8.4% | +9.8% | +4.8% |
| 3M | +4.4% | -4.4% | +8.8% | +5.3% |
| 6M | +0.8% | -3.7% | +4.6% | +0.7% |
| YTD | -2.7% | +1.3% | -4.0% | -6.1% |
| 1Y | +73.4% | -14.0% | +87.4% | +80.7% |
| 3Y | +142.1% | +48.1% | +94.0% | +54.3% |
| All | +142.1% | +49.3% | +92.8% | +54.3% |
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