+10,545.1%
LIN vs PHM
+5,774.9%
+4,770.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | -3.2% | +1.1% | -1.4% |
| 30D | -2.4% | -6.4% | +4.0% | -1.0% |
| 3M | -5.6% | +5.5% | -11.1% | -7.0% |
| 6M | -3.4% | -5.4% | +2.1% | -2.8% |
| YTD | +13.1% | +6.6% | +6.5% | +10.5% |
| 1Y | +2.5% | -8.8% | +11.3% | +3.5% |
| 3Y | +27.6% | +54.1% | -26.5% | +11.5% |
| 5Y | +63.0% | +144.5% | -81.4% | +25.6% |
| 10Y | +359.3% | +569.4% | -210.1% | +167.3% |
| All | +10,545.1% | +5,774.9% | +4,770.3% | +2,876.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling