+20.7%
DHI vs EOSE
+42.6%
-21.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | -3.4% | +1.8% | -5.2% | -3.5% |
| 30D | -5.4% | -6.8% | +1.4% | -5.4% |
| 3M | -10.4% | -36.3% | +25.8% | -9.4% |
| 6M | -2.8% | -38.8% | +36.0% | -2.1% |
| YTD | -3.4% | -65.5% | +62.1% | -1.5% |
| 1Y | -22.9% | -45.3% | +22.4% | -23.5% |
| 3Y | +20.7% | +44.2% | -23.5% | +5.4% |
| All | +20.7% | +42.6% | -21.9% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 3y: compounded portfolio wealth divided by compounded EOSE 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…
3y analysis · Full analysis span regression · 6 months rolling