+349.8%
DAL vs DHI
+672.2%
-322.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.3% |
| 7D | -0.3% | -3.4% | +3.1% | +1.3% |
| 30D | -11.1% | -5.4% | -5.7% | -8.9% |
| 3M | -2.1% | -10.4% | +8.3% | +2.6% |
| 6M | +35.8% | -2.8% | +38.6% | +37.2% |
| YTD | +16.0% | -3.4% | +19.5% | +16.9% |
| 1Y | +33.7% | -22.9% | +56.6% | +48.4% |
| 3Y | +102.3% | +20.7% | +81.6% | +74.0% |
| 5Y | +110.3% | +62.1% | +48.2% | +52.4% |
| 10Y | +138.5% | +410.4% | -272.0% | -7.9% |
| All | +349.8% | +672.2% | -322.4% | -12.2% |
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