+59.4%
DHI vs AVAV
+58.4%
+1.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.5% | -6.9% | -2.9% |
| 7D | -6.1% | -0.1% | -6.0% | -6.2% |
| 30D | -10.1% | -25.0% | +14.9% | -7.6% |
| 3M | -7.3% | -15.0% | +7.6% | -6.4% |
| 6M | -6.1% | -33.6% | +27.5% | -3.3% |
| YTD | -5.0% | -39.2% | +34.2% | -2.3% |
| 1Y | -22.1% | -40.5% | +18.4% | -20.3% |
| 3Y | +19.2% | +29.6% | -10.4% | +1.8% |
| 5Y | +59.4% | +56.7% | +2.7% | +23.6% |
| All | +59.4% | +58.4% | +1.0% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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