+20.7%
DHI vs ALL
+152.0%
-131.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | -3.4% | -2.3% | -1.1% | -3.0% |
| 30D | -5.4% | -0.4% | -5.0% | -5.3% |
| 3M | -10.4% | +16.0% | -26.5% | -13.4% |
| 6M | -2.8% | +24.6% | -27.3% | -7.7% |
| YTD | -3.4% | +23.7% | -27.1% | -8.3% |
| 1Y | -22.9% | +27.7% | -50.6% | -27.3% |
| 3Y | +20.7% | +150.2% | -129.6% | -9.2% |
| All | +20.7% | +152.0% | -131.3% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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