+934.0%
BE vs DHI
+269.2%
+664.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -2.6% |
| 7D | +9.7% | -6.1% | +15.9% | +13.5% |
| 30D | +22.4% | -10.1% | +32.5% | +29.3% |
| 3M | +10.4% | -7.3% | +17.7% | +13.4% |
| 6M | +67.9% | -6.1% | +74.0% | +70.8% |
| YTD | +197.5% | -5.0% | +202.5% | +197.7% |
| 1Y | +310.6% | -22.1% | +332.7% | +353.1% |
| 3Y | +1,657.2% | +19.2% | +1,638.0% | +1,244.8% |
| 5Y | +1,218.2% | +59.4% | +1,158.7% | +709.1% |
| All | +934.0% | +269.2% | +664.7% | +239.7% |
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