+112.8%
DHI vs AFRM
-21.4%
+134.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.1% |
| 7D | -3.4% | -1.3% | -2.1% | -3.3% |
| 30D | -5.4% | -2.7% | -2.8% | -5.2% |
| 3M | -10.4% | +7.4% | -17.9% | -11.3% |
| 6M | -2.8% | +40.7% | -43.4% | -7.1% |
| YTD | -3.4% | -4.0% | +0.6% | -4.0% |
| 1Y | -22.9% | -12.2% | -10.7% | -23.1% |
| 3Y | +20.7% | +203.1% | -182.4% | -4.4% |
| 5Y | +62.1% | -42.2% | +104.4% | +30.0% |
| All | +112.8% | -21.4% | +134.2% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 10y: compounded portfolio wealth divided by compounded AFRM 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…
10y analysis · Full analysis span regression · 6 months rolling