+353.0%
DHI vs FND
+54.9%
+298.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.8% |
| 7D | -6.1% | -5.1% | -1.0% | -4.0% |
| 30D | -10.1% | -22.5% | +12.4% | 0.0% |
| 3M | -7.3% | -5.0% | -2.3% | -5.7% |
| 6M | -6.1% | -21.5% | +15.4% | +2.5% |
| YTD | -5.0% | -23.0% | +18.0% | +4.1% |
| 1Y | -22.1% | -44.9% | +22.8% | -2.4% |
| 3Y | +19.2% | -50.0% | +69.2% | +50.3% |
| 5Y | +59.4% | -63.3% | +122.7% | +114.4% |
| All | +353.0% | +54.9% | +298.1% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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