+404.6%
DHI vs D
+36.8%
+367.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | -3.4% | -2.2% | -1.2% | -2.5% |
| 30D | -5.4% | -4.5% | -1.0% | -3.6% |
| 3M | -10.4% | -2.5% | -7.9% | -9.4% |
| 6M | -2.8% | +5.5% | -8.3% | -5.4% |
| YTD | -3.4% | +13.3% | -16.7% | -8.8% |
| 1Y | -22.9% | +11.8% | -34.7% | -26.9% |
| 3Y | +20.7% | +56.7% | -36.0% | -2.8% |
| 5Y | +62.1% | +4.3% | +57.9% | +55.3% |
| All | +404.6% | +36.8% | +367.8% | +351.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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