+396.1%
DHI vs AMC
-99.0%
+495.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | -2.3% |
| 7D | -6.1% | -7.1% | +1.0% | -6.0% |
| 30D | -10.1% | -1.7% | -8.4% | -10.1% |
| 3M | -7.3% | +13.5% | -20.8% | -7.8% |
| 6M | -6.1% | +112.6% | -118.7% | -8.0% |
| YTD | -5.0% | +51.3% | -56.3% | -6.4% |
| 1Y | -22.1% | -14.5% | -7.6% | -22.4% |
| 3Y | +19.2% | -67.1% | +86.4% | +19.3% |
| 5Y | +59.4% | -99.5% | +158.9% | +67.3% |
| All | +396.1% | -99.0% | +495.1% | +363.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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