+85,585.1%
ASML vs DHI
+13,749.9%
+71,835.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.9% |
| 7D | -2.9% | +3.1% | -5.9% | -4.1% |
| 30D | -15.2% | +11.0% | -26.2% | -18.8% |
| 3M | -12.9% | +2.1% | -15.0% | -14.6% |
| 6M | -5.0% | +1.7% | -6.7% | -7.1% |
| YTD | +41.8% | +4.9% | +36.9% | +36.9% |
| 1Y | +46.0% | +4.8% | +41.3% | +40.5% |
| 3Y | +133.5% | +25.9% | +107.6% | +103.8% |
| 5Y | +92.7% | +66.0% | +26.8% | +51.7% |
| 10Y | +1,532.8% | +508.5% | +1,024.2% | +699.6% |
| All | +85,585.1% | +13,749.9% | +71,835.2% | +12,590.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling