+10,545.1%
LIN vs DHI
+14,073.0%
-3,527.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.7% |
| 7D | -2.1% | -3.1% | +1.0% | -1.5% |
| 30D | -2.4% | -5.5% | +3.0% | -1.4% |
| 3M | -5.6% | -2.2% | -3.4% | -5.4% |
| 6M | -3.4% | -6.0% | +2.6% | -2.8% |
| YTD | +13.1% | 0.0% | +13.1% | +12.1% |
| 1Y | +2.5% | -18.2% | +20.7% | +5.6% |
| 3Y | +27.6% | +22.5% | +5.1% | +17.9% |
| 5Y | +63.0% | +58.4% | +4.7% | +40.4% |
| 10Y | +359.3% | +405.2% | -45.9% | +200.5% |
| All | +10,545.1% | +14,073.0% | -3,527.9% | +3,370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling