+5,074.9%
DELL vs DHI
+378.6%
+4,696.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.4% |
| 7D | +8.2% | -3.4% | +11.6% | +9.5% |
| 30D | +17.1% | -5.4% | +22.5% | +19.2% |
| 3M | +45.2% | -10.4% | +55.6% | +49.4% |
| 6M | +286.8% | -2.8% | +289.5% | +286.5% |
| YTD | +354.8% | -3.4% | +358.2% | +353.9% |
| 1Y | +358.3% | -22.9% | +381.2% | +390.6% |
| 3Y | +724.9% | +20.7% | +704.2% | +620.3% |
| 5Y | +1,193.7% | +62.1% | +1,131.6% | +879.7% |
| 10Y | +4,433.8% | +410.4% | +4,023.4% | +2,172.2% |
| All | +5,074.9% | +378.6% | +4,696.3% | +2,578.9% |
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