+66.2%
CTAS vs DHI
+21.1%
+45.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.2% |
| 7D | +0.5% | -3.4% | +3.9% | +1.1% |
| 30D | -0.7% | -5.4% | +4.7% | +0.2% |
| 3M | +11.1% | -10.4% | +21.5% | +13.0% |
| 6M | +2.1% | -2.8% | +4.9% | +2.3% |
| YTD | +8.0% | -3.4% | +11.4% | +8.0% |
| 1Y | -0.5% | -22.9% | +22.4% | +2.9% |
| 3Y | +66.2% | +20.7% | +45.5% | +56.9% |
| All | +66.2% | +21.1% | +45.1% | +56.9% |
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