+325.3%
DHI vs EQX
+232.0%
+93.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.5% |
| 7D | -3.4% | -3.2% | -0.2% | -3.1% |
| 30D | -5.4% | +7.8% | -13.2% | -6.3% |
| 3M | -10.4% | +21.3% | -31.8% | -12.6% |
| 6M | -2.8% | -22.4% | +19.7% | -1.0% |
| YTD | -3.4% | -11.3% | +7.9% | -3.7% |
| 1Y | -22.9% | +13.5% | -36.4% | -25.7% |
| 3Y | +20.7% | +162.1% | -141.5% | +0.7% |
| 5Y | +62.1% | +84.2% | -22.1% | +34.3% |
| All | +325.3% | +232.0% | +93.3% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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