+388.6%
DAL vs DHI
+709.0%
-320.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.2% | -4.3% |
| 7D | +1.4% | -8.4% | +9.8% | +5.5% |
| 30D | +9.1% | +6.6% | +2.4% | +5.7% |
| 3M | -3.5% | -0.9% | -2.5% | -3.4% |
| 6M | +23.4% | +1.1% | +22.3% | +22.4% |
| YTD | +26.0% | +1.2% | +24.9% | +24.0% |
| 1Y | +44.6% | +0.1% | +44.5% | +42.8% |
| 3Y | +162.7% | +21.5% | +141.2% | +125.4% |
| 5Y | +113.0% | +55.6% | +57.4% | +57.4% |
| 10Y | +109.8% | +491.3% | -381.4% | -24.3% |
| All | +388.6% | +709.0% | -320.4% | -6.9% |
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 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