+62.2%
DHI vs AMBA
-50.1%
+112.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.4% | -8.1% | -0.9% |
| 7D | -2.3% | +2.5% | -4.8% | -2.8% |
| 30D | -5.3% | -16.1% | +10.9% | -2.9% |
| 3M | -7.8% | +4.6% | -12.4% | -10.4% |
| 6M | -5.4% | +29.2% | -34.5% | -12.7% |
| YTD | -2.7% | -2.9% | +0.2% | -6.3% |
| 1Y | -21.0% | -18.7% | -2.2% | -22.5% |
| 3Y | +22.2% | +14.9% | +7.3% | +5.0% |
| 5Y | +62.2% | -53.0% | +115.2% | +49.1% |
| All | +62.2% | -50.1% | +112.3% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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