+6,548.9%
CB vs DHI
+12,850.6%
-6,301.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.5% | -0.8% |
| 7D | -0.6% | -2.0% | +1.4% | -0.2% |
| 30D | -3.9% | -8.3% | +4.4% | -2.2% |
| 3M | +4.9% | -3.7% | +8.6% | +5.3% |
| 6M | +3.3% | -5.4% | +8.6% | +3.6% |
| YTD | +8.5% | -3.0% | +11.5% | +8.0% |
| 1Y | +22.1% | -23.8% | +45.9% | +27.4% |
| 3Y | +70.1% | +21.8% | +48.3% | +56.3% |
| 5Y | +97.4% | +59.6% | +37.8% | +66.7% |
| 10Y | +216.8% | +391.2% | -174.4% | +101.8% |
| All | +6,548.9% | +12,850.6% | -6,301.7% | +2,159.4% |
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