+45.5%
DAL vs DHI
+2.4%
+43.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.8% |
| 7D | -1.1% | -4.1% | +3.0% | +1.1% |
| 30D | +12.8% | +9.3% | +3.6% | +7.1% |
| 3M | -5.3% | -2.6% | -2.7% | -4.5% |
| 6M | +22.4% | +4.1% | +18.3% | +19.0% |
| YTD | +25.6% | +2.3% | +23.3% | +21.1% |
| 1Y | +45.5% | +2.7% | +42.8% | +39.4% |
| All | +45.5% | +2.4% | +43.1% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling