+404.6%
DHI vs APTV
-16.1%
+420.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -3.4% | -5.0% | +1.6% | -1.6% |
| 30D | -5.4% | -6.1% | +0.6% | -3.3% |
| 3M | -10.4% | -33.0% | +22.5% | +3.1% |
| 6M | -2.8% | -35.2% | +32.5% | +11.9% |
| YTD | -3.4% | -40.1% | +36.7% | +14.4% |
| 1Y | -22.9% | -45.6% | +22.7% | -5.3% |
| 3Y | +20.7% | -54.4% | +75.0% | +52.3% |
| 5Y | +62.1% | -68.9% | +131.0% | +129.3% |
| All | +404.6% | -16.1% | +420.7% | +359.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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