+715.6%
DHI vs AMC
-98.1%
+813.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.5% | -1.3% |
| 7D | -3.1% | +2.3% | -5.5% | -3.2% |
| 30D | -5.5% | -0.7% | -4.7% | -5.5% |
| 3M | -2.2% | +35.2% | -37.4% | -3.3% |
| 6M | -6.0% | +124.6% | -130.5% | -8.3% |
| YTD | 0.0% | +69.9% | -69.9% | -2.0% |
| 1Y | -18.2% | -2.6% | -15.7% | -18.9% |
| 3Y | +22.5% | -79.8% | +102.3% | +23.8% |
| 5Y | +58.4% | -99.4% | +157.8% | +67.7% |
| 10Y | +405.2% | -98.9% | +504.1% | +423.5% |
| All | +715.6% | -98.1% | +813.7% | +565.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling