+36.2%
LIN vs PHM
+64.3%
-28.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -0.8% |
| 7D | +0.2% | +6.2% | -6.0% | -0.8% |
| 30D | +6.5% | +17.9% | -11.5% | +3.6% |
| 3M | +5.5% | +2.5% | +3.0% | +4.9% |
| 6M | +3.3% | +10.8% | -7.5% | +1.3% |
| YTD | +22.0% | +13.7% | +8.3% | +18.8% |
| 1Y | +25.7% | +12.4% | +13.4% | +22.5% |
| 3Y | +36.2% | +65.6% | -29.4% | +26.7% |
| All | +36.2% | +64.3% | -28.1% | +26.7% |
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 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