+551.1%
DHI vs AVAV
+478.6%
+72.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.8% |
| 7D | -3.1% | -2.2% | -0.9% | -2.7% |
| 30D | -5.5% | -13.9% | +8.5% | -3.1% |
| 3M | -2.2% | -29.2% | +27.0% | +2.7% |
| 6M | -6.0% | -36.1% | +30.2% | -0.3% |
| YTD | 0.0% | -40.2% | +40.2% | +5.3% |
| 1Y | -18.2% | -36.2% | +18.0% | -16.3% |
| 3Y | +22.5% | +47.5% | -25.0% | -2.5% |
| 5Y | +58.4% | +39.3% | +19.1% | +21.4% |
| 10Y | +405.2% | +482.6% | -77.4% | +148.7% |
| All | +551.1% | +478.6% | +72.5% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling