+12,289.5%
DHI vs BEN
+2,465.2%
+9,824.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.7% |
| 7D | -6.1% | +0.3% | -6.4% | -6.3% |
| 30D | -10.1% | +0.9% | -11.0% | -10.6% |
| 3M | -7.3% | +9.2% | -16.5% | -11.9% |
| 6M | -6.1% | +36.8% | -42.9% | -21.1% |
| YTD | -5.0% | +44.4% | -49.4% | -22.8% |
| 1Y | -22.1% | +45.8% | -67.9% | -37.2% |
| 3Y | +19.2% | +52.5% | -33.3% | -8.9% |
| 5Y | +59.4% | +37.7% | +21.7% | +25.5% |
| 10Y | +401.8% | +55.4% | +346.4% | +231.1% |
| All | +12,289.5% | +2,465.2% | +9,824.2% | +4,212.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling