+1.7%
DHI vs AMIX
-99.9%
+101.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -2.0% | -3.4% | +1.3% | -2.0% |
| 30D | -8.3% | -54.4% | +46.0% | -8.1% |
| 3M | -3.7% | -45.7% | +42.0% | -4.6% |
| 6M | -5.4% | -49.2% | +43.8% | -6.4% |
| YTD | -3.0% | -60.3% | +57.4% | -4.0% |
| 1Y | -23.8% | -81.4% | +57.5% | -24.5% |
| All | +1.7% | -99.9% | +101.5% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling