+98.6%
DAL vs DHI
+60.0%
+38.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +0.8% | -2.3% | +3.1% | +1.8% |
| 30D | -11.7% | -5.3% | -6.5% | -9.8% |
| 3M | -2.7% | -7.8% | +5.0% | +0.4% |
| 6M | +30.7% | -5.4% | +36.0% | +33.3% |
| YTD | +14.4% | -2.7% | +17.0% | +14.8% |
| 1Y | +31.2% | -21.0% | +52.2% | +42.4% |
| 3Y | +99.4% | +22.2% | +77.3% | +69.4% |
| 5Y | +98.6% | +62.2% | +36.4% | +41.9% |
| All | +98.6% | +60.0% | +38.6% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling