+1,450.8%
DHI vs BAH
+878.1%
+572.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.3% | -1.3% | -1.0% | -1.9% |
| 30D | -5.3% | -6.6% | +1.3% | -3.3% |
| 3M | -7.8% | -7.2% | -0.6% | -6.2% |
| 6M | -5.4% | -10.0% | +4.6% | -3.4% |
| YTD | -2.7% | -12.5% | +9.8% | -1.0% |
| 1Y | -21.0% | -27.9% | +6.9% | -14.8% |
| 3Y | +22.2% | -31.4% | +53.6% | +28.0% |
| 5Y | +62.2% | -3.2% | +65.4% | +46.5% |
| 10Y | +414.3% | +191.5% | +222.8% | +213.0% |
| All | +1,450.8% | +878.1% | +572.7% | +513.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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