+23.3%
BA vs DHI
+494.1%
-470.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -1.1% | -4.1% | +3.0% | +0.6% |
| 30D | -7.1% | +9.3% | -16.4% | -11.2% |
| 3M | -25.5% | -2.6% | -23.0% | -25.4% |
| 6M | -28.7% | +4.1% | -32.8% | -30.8% |
| YTD | -21.0% | +2.3% | -23.3% | -23.4% |
| 1Y | -11.9% | +2.7% | -14.6% | -15.1% |
| 3Y | -16.2% | +23.2% | -39.3% | -32.0% |
| 5Y | -22.4% | +57.3% | -79.7% | -47.5% |
| All | +23.3% | +494.1% | -470.8% | -57.5% |
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 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