+20.7%
DHI vs ACI
-44.0%
+64.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.2% |
| 7D | -3.4% | -3.7% | +0.3% | -2.8% |
| 30D | -5.4% | +0.6% | -6.0% | -5.5% |
| 3M | -10.4% | -20.3% | +9.9% | -7.4% |
| 6M | -2.8% | -24.7% | +21.9% | +1.3% |
| YTD | -3.4% | -27.2% | +23.8% | +1.3% |
| 1Y | -22.9% | -32.7% | +9.8% | -17.8% |
| 3Y | +20.7% | -43.9% | +64.6% | +35.7% |
| All | +20.7% | -44.0% | +64.7% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling