+35.6%
LIN vs PHM
+63.8%
-28.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +5.2% |
| 3M | +6.3% | +0.6% | +5.7% | +6.0% |
| 6M | +6.5% | +11.6% | -5.1% | +4.3% |
| YTD | +23.6% | +12.1% | +11.5% | +20.6% |
| 1Y | +25.7% | +9.6% | +16.1% | +23.0% |
| All | +35.6% | +63.8% | -28.1% | +30.1% |
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