+40.3%
BP vs DHI
+21.1%
+19.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +5.2% | -3.4% | +8.6% | +5.3% |
| 30D | +8.7% | -5.4% | +14.1% | +8.7% |
| 3M | +9.3% | -10.4% | +19.8% | +9.5% |
| 6M | +13.6% | -2.8% | +16.3% | +13.1% |
| YTD | +37.7% | -3.4% | +41.1% | +36.8% |
| 1Y | +40.6% | -22.9% | +63.5% | +42.9% |
| 3Y | +40.3% | +20.7% | +19.7% | +45.5% |
| All | +40.3% | +21.1% | +19.3% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling