+262.0%
AMAT vs DHI
+60.0%
+202.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -1.0% |
| 7D | +6.9% | -2.3% | +9.3% | +7.9% |
| 30D | -10.1% | -5.3% | -4.8% | -8.5% |
| 3M | -6.0% | -7.8% | +1.8% | -3.5% |
| 6M | +38.6% | -5.4% | +44.0% | +40.3% |
| YTD | +83.1% | -2.7% | +85.8% | +81.8% |
| 1Y | +188.3% | -21.0% | +209.3% | +211.3% |
| 3Y | +225.3% | +22.2% | +203.2% | +157.9% |
| 5Y | +262.0% | +62.2% | +199.8% | +131.4% |
| All | +262.0% | +60.0% | +202.0% | +131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling