+396.9%
APP vs DHI
+55.2%
+341.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.3% |
| 7D | +1.1% | -3.4% | +4.5% | +2.5% |
| 30D | +6.6% | -5.4% | +12.1% | +9.0% |
| 3M | -32.3% | -10.4% | -21.9% | -29.4% |
| 6M | -29.8% | -2.8% | -27.0% | -30.0% |
| YTD | -51.9% | -3.4% | -48.5% | -52.5% |
| 1Y | -43.3% | -22.9% | -20.4% | -38.4% |
| 3Y | +664.1% | +20.7% | +643.4% | +460.0% |
| 5Y | +318.7% | +62.1% | +256.5% | +123.2% |
| All | +396.9% | +55.2% | +341.7% | +165.4% |
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 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