+1,321.9%
AMAT vs DHI
+494.1%
+827.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.1% |
| 7D | +11.4% | -4.1% | +15.4% | +13.4% |
| 30D | -17.0% | +9.3% | -26.3% | -21.4% |
| 3M | -30.6% | -2.6% | -28.1% | -31.2% |
| 6M | -14.9% | +4.1% | -19.0% | -18.7% |
| YTD | +44.7% | +2.3% | +42.4% | +38.1% |
| 1Y | +66.9% | +2.7% | +64.1% | +58.5% |
| 3Y | +153.3% | +23.2% | +130.1% | +103.2% |
| 5Y | +146.2% | +57.3% | +88.9% | +68.0% |
| All | +1,321.9% | +494.1% | +827.8% | +397.6% |
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