+62.2%
DHI vs ACWI
+67.2%
-5.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -5.3% | -0.6% | -4.7% | -4.6% |
| 3M | -7.8% | +4.3% | -12.0% | -11.7% |
| 6M | -5.4% | +12.7% | -18.0% | -16.7% |
| YTD | -2.7% | +13.9% | -16.6% | -15.5% |
| 1Y | -21.0% | +20.5% | -41.5% | -35.6% |
| 3Y | +22.2% | +76.5% | -54.3% | -37.3% |
| 5Y | +62.2% | +67.5% | -5.3% | -9.1% |
| All | +62.2% | +67.2% | -5.1% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling