+62.2%
DHI vs AMC
-99.5%
+161.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +0.5% |
| 7D | -2.3% | -6.8% | +4.5% | -2.0% |
| 30D | -5.3% | +1.7% | -6.9% | -5.4% |
| 3M | -7.8% | +26.8% | -34.6% | -9.7% |
| 6M | -5.4% | +117.7% | -123.1% | -10.4% |
| YTD | -2.7% | +57.7% | -60.4% | -6.5% |
| 1Y | -21.0% | -12.5% | -8.5% | -22.0% |
| 3Y | +22.2% | -65.7% | +87.9% | +22.7% |
| 5Y | +62.2% | -99.5% | +161.7% | +90.0% |
| All | +62.2% | -99.5% | +161.6% | +90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling