+3,734.1%
DHI vs BB
+251.4%
+3,482.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -2.0% |
| 7D | -6.1% | -2.1% | -4.0% | -5.9% |
| 30D | -10.1% | -16.0% | +5.9% | -8.1% |
| 3M | -7.3% | -14.5% | +7.2% | -6.4% |
| 6M | -6.1% | +118.6% | -124.7% | -17.6% |
| YTD | -5.0% | +98.9% | -104.0% | -15.7% |
| 1Y | -22.1% | +99.5% | -121.6% | -31.3% |
| 3Y | +19.2% | +65.4% | -46.1% | +3.2% |
| 5Y | +59.4% | -27.6% | +87.0% | +50.3% |
| 10Y | +401.8% | -0.4% | +402.2% | +291.0% |
| All | +3,734.1% | +251.4% | +3,482.7% | +2,128.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling