+59.7%
LIN vs DHI
+60.0%
-0.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -4.0% | -2.3% | -1.6% | -3.5% |
| 30D | -4.9% | -5.3% | +0.3% | -3.9% |
| 3M | -9.2% | -7.8% | -1.4% | -7.9% |
| 6M | -2.6% | -5.4% | +2.8% | -2.1% |
| YTD | +10.5% | -2.7% | +13.2% | +10.1% |
| 1Y | -0.1% | -21.0% | +20.9% | +4.0% |
| 3Y | +25.4% | +22.2% | +3.2% | +11.9% |
| 5Y | +59.7% | +62.2% | -2.5% | +26.1% |
| All | +59.7% | +60.0% | -0.3% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling