+11,518.3%
LIN vs PHM
+6,294.0%
+5,224.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +3.6% | +8.7% | -5.1% | +1.6% |
| 30D | +6.4% | +16.4% | -10.0% | +2.6% |
| 3M | +6.5% | +1.8% | +4.7% | +5.7% |
| 6M | +4.9% | +15.1% | -10.2% | +0.9% |
| YTD | +23.4% | +16.0% | +7.4% | +18.0% |
| 1Y | +26.3% | +14.1% | +12.2% | +21.1% |
| 3Y | +38.0% | +65.9% | -27.9% | +18.5% |
| 5Y | +68.0% | +180.9% | -112.9% | +25.2% |
| 10Y | +437.1% | +730.3% | -293.1% | +197.4% |
| All | +11,518.3% | +6,294.0% | +5,224.4% | +3,078.6% |
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