+244.5%
DHI vs BBIO
+136.7%
+107.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -3.4% | -3.2% | -0.2% | -3.0% |
| 30D | -5.4% | -13.6% | +8.2% | -3.8% |
| 3M | -10.4% | +7.2% | -17.7% | -11.5% |
| 6M | -2.8% | +1.5% | -4.2% | -3.4% |
| YTD | -3.4% | -5.3% | +1.9% | -3.6% |
| 1Y | -22.9% | +37.7% | -60.6% | -26.8% |
| 3Y | +20.7% | +153.9% | -133.2% | +3.4% |
| 5Y | +62.1% | +43.9% | +18.3% | +22.1% |
| All | +244.5% | +136.7% | +107.9% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling