+1,534.9%
ASML vs DHI
+506.3%
+1,028.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +1.1% |
| 7D | -2.9% | +3.1% | -5.9% | -4.4% |
| 30D | -15.2% | +11.0% | -26.2% | -19.4% |
| 3M | -12.9% | +2.1% | -15.0% | -14.9% |
| 6M | -5.0% | +1.7% | -6.7% | -7.5% |
| YTD | +41.8% | +4.9% | +36.9% | +35.7% |
| 1Y | +46.0% | +4.8% | +41.3% | +39.2% |
| 3Y | +133.5% | +25.9% | +107.6% | +94.4% |
| 5Y | +93.0% | +66.0% | +27.0% | +38.0% |
| 10Y | +1,534.9% | +508.5% | +1,026.4% | +603.1% |
| All | +1,534.9% | +506.3% | +1,028.6% | +603.1% |
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