+12,556.3%
DHI vs CASY
+25,083.1%
-12,526.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -2.0% |
| 7D | -2.0% | -4.4% | +2.3% | -0.5% |
| 30D | -8.3% | -12.0% | +3.7% | -4.4% |
| 3M | -3.7% | -2.3% | -1.4% | -4.9% |
| 6M | -5.4% | +10.5% | -15.9% | -10.8% |
| YTD | -3.0% | +33.0% | -36.0% | -14.4% |
| 1Y | -23.8% | +41.1% | -65.0% | -34.5% |
| 3Y | +21.8% | +207.5% | -185.7% | -23.0% |
| 5Y | +59.6% | +290.7% | -231.1% | -8.1% |
| 10Y | +391.2% | +556.5% | -165.3% | +127.5% |
| All | +12,556.3% | +25,083.1% | -12,526.8% | +2,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling