+21.6%
DHI vs AFRM
+195.1%
-173.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.5% | +5.8% | +0.9% |
| 7D | -2.3% | -8.0% | +5.7% | -1.5% |
| 30D | -5.3% | -9.8% | +4.5% | -4.3% |
| 3M | -7.8% | +4.7% | -12.4% | -8.2% |
| 6M | -5.4% | +34.1% | -39.5% | -8.4% |
| YTD | -2.7% | -8.4% | +5.8% | -2.8% |
| 1Y | -21.0% | -22.9% | +2.0% | -20.2% |
| All | +21.6% | +195.1% | -173.6% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling