+63.2%
DHI vs ARWR
+29.9%
+33.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -3.4% | -4.0% | +0.6% | -2.7% |
| 30D | -5.4% | -5.0% | -0.4% | -4.6% |
| 3M | -10.4% | +11.3% | -21.8% | -12.8% |
| 6M | -2.8% | +42.6% | -45.4% | -10.2% |
| YTD | -3.4% | +24.8% | -28.2% | -8.9% |
| 1Y | -22.9% | +178.8% | -201.7% | -39.0% |
| 3Y | +20.7% | +183.3% | -162.7% | -12.7% |
| All | +63.2% | +29.9% | +33.3% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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