+825.1%
DHI vs AMCR
+93.5%
+731.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.4% |
| 7D | -3.4% | -6.3% | +2.9% | -0.7% |
| 30D | -5.4% | -7.8% | +2.4% | -2.2% |
| 3M | -10.4% | +7.5% | -18.0% | -13.0% |
| 6M | -2.8% | +2.7% | -5.5% | -3.9% |
| YTD | -3.4% | +6.0% | -9.4% | -6.2% |
| 1Y | -22.9% | +7.8% | -30.7% | -25.6% |
| 3Y | +20.7% | +5.8% | +14.9% | +16.8% |
| 5Y | +62.1% | -11.6% | +73.7% | +67.9% |
| 10Y | +410.4% | +14.6% | +395.8% | +355.6% |
| All | +825.1% | +93.5% | +731.6% | +665.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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