+62.4%
DHI vs BAM
+66.1%
-3.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.1% |
| 7D | -6.1% | -6.1% | -0.1% | -4.0% |
| 30D | -10.1% | -13.8% | +3.7% | -5.2% |
| 3M | -7.3% | +4.4% | -11.7% | -8.8% |
| 6M | -6.1% | +6.4% | -12.5% | -8.2% |
| YTD | -5.0% | -7.1% | +2.0% | -3.3% |
| 1Y | -22.1% | -11.8% | -10.3% | -19.6% |
| 3Y | +19.2% | +50.2% | -30.9% | -4.0% |
| All | +62.4% | +66.1% | -3.7% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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