+227.2%
AMAT vs DHI
+22.0%
+205.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -0.9% |
| 7D | +6.9% | -2.3% | +9.3% | +7.5% |
| 30D | -10.1% | -5.3% | -4.8% | -9.2% |
| 3M | -6.0% | -7.8% | +1.8% | -4.4% |
| 6M | +38.6% | -5.4% | +44.0% | +39.6% |
| YTD | +83.1% | -2.7% | +85.8% | +82.6% |
| 1Y | +188.3% | -21.0% | +209.3% | +200.6% |
| All | +227.2% | +22.0% | +205.2% | +193.9% |
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 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