+68.5%
LIN vs PHM
+158.6%
-90.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.1% | -4.1% | +6.2% | +3.1% |
| 30D | +6.8% | +16.1% | -9.4% | +2.9% |
| 3M | +10.4% | -2.5% | +12.9% | +10.7% |
| 6M | +3.2% | +12.9% | -9.8% | -0.4% |
| YTD | +24.6% | +9.0% | +15.6% | +20.6% |
| 1Y | +24.4% | +8.2% | +16.2% | +20.4% |
| 3Y | +36.7% | +58.4% | -21.7% | +14.0% |
| All | +68.5% | +158.6% | -90.1% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling