+63.2%
DHI vs BBY
+1.5%
+61.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.5% |
| 7D | -3.4% | +0.6% | -4.0% | -3.6% |
| 30D | -5.4% | +9.4% | -14.8% | -8.9% |
| 3M | -10.4% | +19.3% | -29.8% | -16.8% |
| 6M | -2.8% | +47.9% | -50.7% | -18.0% |
| YTD | -3.4% | +39.6% | -43.0% | -17.0% |
| 1Y | -22.9% | +22.2% | -45.1% | -30.3% |
| 3Y | +20.7% | +45.0% | -24.3% | -4.5% |
| All | +63.2% | +1.5% | +61.7% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling