+7,157.5%
CI vs DHI
+12,556.3%
-5,398.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -1.3% |
| 7D | -2.0% | -2.0% | 0.0% | -1.6% |
| 30D | -1.8% | -8.3% | +6.5% | -0.3% |
| 3M | -4.2% | -3.7% | -0.5% | -3.9% |
| 6M | +2.7% | -5.4% | +8.1% | +3.1% |
| YTD | +1.9% | -3.0% | +4.9% | +1.6% |
| 1Y | -6.3% | -23.8% | +17.6% | -2.5% |
| 3Y | +3.9% | +21.8% | -17.9% | -3.4% |
| 5Y | +41.9% | +59.6% | -17.7% | +23.0% |
| 10Y | +140.4% | +391.2% | -250.8% | +64.6% |
| All | +7,157.5% | +12,556.3% | -5,398.8% | +2,905.7% |
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