+25.7%
LIN vs PHM
+10.2%
+15.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +0.9% |
| 7D | +2.0% | +2.9% | -0.9% | +1.5% |
| 30D | +7.9% | +16.5% | -8.6% | +5.3% |
| 3M | +6.3% | +0.6% | +5.7% | +6.1% |
| 6M | +6.5% | +11.6% | -5.1% | +4.5% |
| YTD | +23.6% | +12.1% | +11.5% | +20.9% |
| 1Y | +25.7% | +9.6% | +16.1% | +22.7% |
| All | +25.7% | +10.2% | +15.5% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling