+20.7%
DHI vs BB
+64.9%
-44.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | -3.4% | -0.4% | -3.0% | -3.4% |
| 30D | -5.4% | -12.5% | +7.1% | -4.5% |
| 3M | -10.4% | -17.4% | +7.0% | -9.8% |
| 6M | -2.8% | +119.1% | -121.9% | -11.5% |
| YTD | -3.4% | +102.4% | -105.8% | -11.5% |
| 1Y | -22.9% | +98.2% | -121.1% | -29.6% |
| 3Y | +20.7% | +46.9% | -26.3% | +0.1% |
| All | +20.7% | +64.9% | -44.3% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling