+134.2%
BP vs DHI
+414.5%
-280.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +5.2% | -3.4% | +8.6% | +5.9% |
| 30D | +8.7% | -5.4% | +14.1% | +9.7% |
| 3M | +9.3% | -10.4% | +19.8% | +11.1% |
| 6M | +13.6% | -2.8% | +16.3% | +12.6% |
| YTD | +37.7% | -3.4% | +41.1% | +36.1% |
| 1Y | +40.6% | -22.9% | +63.5% | +46.0% |
| 3Y | +40.3% | +20.7% | +19.7% | +26.0% |
| 5Y | +141.4% | +62.1% | +79.3% | +92.0% |
| All | +134.2% | +414.5% | -280.4% | +26.9% |
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