+55.3%
BE vs DHI
+9.6%
+45.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.1% | -14.5% | -6.8% |
| 7D | -12.1% | +9.8% | -21.9% | -13.0% |
| 30D | -30.1% | +17.8% | -47.9% | -31.9% |
| 3M | -12.1% | +4.7% | -16.9% | -12.2% |
| 6M | -30.6% | +10.0% | -40.6% | -31.6% |
| YTD | +130.6% | +10.0% | +120.7% | +114.0% |
| 1Y | +55.3% | +9.1% | +46.2% | +38.1% |
| All | +55.3% | +9.6% | +45.7% | +38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling