+59.4%
DHI vs CASY
+230.5%
-171.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -6.1% | -17.2% | +11.1% | -2.4% |
| 30D | -10.1% | -24.4% | +14.3% | -4.7% |
| 3M | -7.3% | -31.4% | +24.1% | +0.3% |
| 6M | -6.1% | -8.9% | +2.8% | -7.3% |
| YTD | -5.0% | +13.8% | -18.9% | -12.7% |
| 1Y | -22.1% | +17.0% | -39.1% | -29.3% |
| 3Y | +19.2% | +163.1% | -143.9% | -23.6% |
| 5Y | +59.4% | +239.0% | -179.6% | -14.3% |
| All | +59.4% | +230.5% | -171.1% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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