+74.9%
CB vs DHI
+23.8%
+51.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +2.9% | -4.1% | +7.0% | +3.3% |
| 30D | +7.3% | +9.3% | -2.0% | +6.6% |
| 3M | +9.4% | -2.6% | +12.0% | +9.4% |
| 6M | +19.6% | +4.1% | +15.5% | +18.9% |
| YTD | +21.5% | +2.3% | +19.2% | +20.7% |
| 1Y | +28.0% | +2.7% | +25.3% | +26.9% |
| 3Y | +74.9% | +23.2% | +51.7% | +85.5% |
| All | +74.9% | +23.8% | +51.1% | +85.5% |
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