+151.4%
ADBE vs DHI
+414.5%
-263.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.8% |
| 7D | -5.4% | -3.4% | -2.0% | -4.3% |
| 30D | -2.5% | -5.4% | +2.9% | -0.8% |
| 3M | +15.3% | -10.4% | +25.7% | +18.8% |
| 6M | -7.8% | -2.8% | -5.1% | -8.4% |
| YTD | -27.9% | -3.4% | -24.5% | -28.7% |
| 1Y | -28.0% | -22.9% | -5.1% | -23.6% |
| 3Y | -55.3% | +20.7% | -76.0% | -61.6% |
| 5Y | -61.7% | +62.1% | -123.9% | -71.3% |
| All | +151.4% | +414.5% | -263.1% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling