+1,272.7%
BP vs DHI
+12,596.5%
-11,323.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +4.0% | -2.3% | +6.3% | +4.3% |
| 30D | +7.8% | -5.3% | +13.1% | +8.6% |
| 3M | +8.4% | -7.8% | +16.1% | +9.1% |
| 6M | +15.1% | -5.4% | +20.4% | +14.9% |
| YTD | +36.4% | -2.7% | +39.1% | +35.3% |
| 1Y | +40.9% | -21.0% | +61.9% | +44.0% |
| 3Y | +38.8% | +22.2% | +16.7% | +30.2% |
| 5Y | +141.1% | +62.2% | +78.9% | +112.1% |
| 10Y | +133.9% | +414.3% | -280.4% | +68.6% |
| All | +1,272.7% | +12,596.5% | -11,323.8% | +648.0% |
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