+179.3%
DHI vs ACI
+18.9%
+160.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.7% |
| 7D | -2.3% | -5.0% | +2.7% | -1.5% |
| 30D | -5.3% | -2.3% | -3.0% | -4.9% |
| 3M | -7.8% | -23.2% | +15.4% | -4.2% |
| 6M | -5.4% | -29.5% | +24.1% | -0.4% |
| YTD | -2.7% | -28.6% | +25.9% | +2.0% |
| 1Y | -21.0% | -34.0% | +13.1% | -16.1% |
| 3Y | +22.2% | -45.0% | +67.2% | +33.1% |
| 5Y | +62.2% | -44.0% | +106.2% | +73.2% |
| All | +179.3% | +18.9% | +160.4% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling