+404.6%
DHI vs BEN
+56.6%
+348.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -3.4% | -3.1% | -0.3% | -2.0% |
| 30D | -5.4% | +0.2% | -5.6% | -5.5% |
| 3M | -10.4% | +6.8% | -17.3% | -13.4% |
| 6M | -2.8% | +38.1% | -40.9% | -16.5% |
| YTD | -3.4% | +44.3% | -47.8% | -19.0% |
| 1Y | -22.9% | +42.6% | -65.5% | -35.2% |
| 3Y | +20.7% | +52.3% | -31.6% | -3.5% |
| 5Y | +62.1% | +37.6% | +24.5% | +32.4% |
| All | +404.6% | +56.6% | +348.0% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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