+1,302.7%
DHI vs APTV
+180.7%
+1,122.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.1% | -3.5% |
| 7D | -6.1% | -1.8% | -4.3% | -5.5% |
| 30D | -10.1% | -7.9% | -2.2% | -7.2% |
| 3M | -7.3% | -29.9% | +22.6% | +5.6% |
| 6M | -6.1% | -36.6% | +30.5% | +9.8% |
| YTD | -5.0% | -40.0% | +34.9% | +13.3% |
| 1Y | -22.1% | -44.0% | +21.9% | -4.5% |
| 3Y | +19.2% | -54.5% | +73.8% | +52.2% |
| 5Y | +59.4% | -68.8% | +128.2% | +128.9% |
| 10Y | +401.8% | -16.9% | +418.8% | +309.0% |
| All | +1,302.7% | +180.7% | +1,122.0% | +465.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling