+244.4%
DHI vs EQH
+234.7%
+9.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.1% |
| 7D | -3.4% | +0.7% | -4.1% | -3.7% |
| 30D | -5.4% | +2.8% | -8.3% | -6.6% |
| 3M | -10.4% | +23.1% | -33.5% | -18.5% |
| 6M | -2.8% | +41.4% | -44.2% | -17.0% |
| YTD | -3.4% | +14.3% | -17.7% | -10.3% |
| 1Y | -22.9% | +1.6% | -24.5% | -24.9% |
| 3Y | +20.7% | +102.7% | -82.0% | -17.7% |
| 5Y | +62.1% | +104.5% | -42.4% | +7.4% |
| All | +244.4% | +234.7% | +9.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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