+1.2%
DHI vs AMIX
-99.9%
+101.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.7% |
| 7D | -3.4% | -4.8% | +1.4% | -3.4% |
| 30D | -5.4% | -42.0% | +36.6% | -5.3% |
| 3M | -10.4% | -46.5% | +36.1% | -11.3% |
| 6M | -2.8% | -48.2% | +45.5% | -3.8% |
| YTD | -3.4% | -62.2% | +58.8% | -4.4% |
| 1Y | -22.9% | -82.1% | +59.2% | -23.6% |
| All | +1.2% | -99.9% | +101.1% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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