+63.2%
DHI vs ALHC
-32.8%
+96.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | -3.4% | -6.9% | +3.5% | -2.7% |
| 30D | -5.4% | -6.7% | +1.3% | -4.8% |
| 3M | -10.4% | -37.7% | +27.3% | -6.3% |
| 6M | -2.8% | -30.0% | +27.2% | -0.5% |
| YTD | -3.4% | -36.2% | +32.7% | -0.5% |
| 1Y | -22.9% | -22.9% | 0.0% | -22.4% |
| 3Y | +20.7% | +138.4% | -117.7% | -3.6% |
| All | +63.2% | -32.8% | +96.0% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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