+2.0%
DHI vs AMIX
-99.9%
+101.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.3% | +1.6% | -3.9% | -2.3% |
| 30D | -5.3% | -50.8% | +45.5% | -5.0% |
| 3M | -7.8% | -46.3% | +38.5% | -8.6% |
| 6M | -5.4% | -49.9% | +44.5% | -6.3% |
| YTD | -2.7% | -60.4% | +57.7% | -3.7% |
| 1Y | -21.0% | -81.7% | +60.8% | -21.7% |
| All | +2.0% | -99.9% | +101.9% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling