+123.4%
ADI vs DHI
+21.1%
+102.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +4.4% |
| 7D | +4.6% | -3.4% | +8.0% | +5.6% |
| 30D | -1.2% | -5.4% | +4.3% | +0.3% |
| 3M | -7.8% | -10.4% | +2.6% | -5.2% |
| 6M | +19.3% | -2.8% | +22.1% | +19.4% |
| YTD | +40.9% | -3.4% | +44.3% | +40.9% |
| 1Y | +54.5% | -22.9% | +77.4% | +63.9% |
| 3Y | +123.4% | +20.7% | +102.7% | +97.0% |
| All | +123.4% | +21.1% | +102.4% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling