+479.7%
DHI vs GD
+165.4%
+314.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.1% |
| 7D | -8.0% | +1.9% | -9.9% | -9.0% |
| 30D | +7.0% | +9.2% | -2.2% | +1.9% |
| 3M | -0.6% | -7.5% | +6.9% | +3.2% |
| 6M | +1.5% | +5.8% | -4.3% | -2.3% |
| YTD | +1.5% | +9.8% | -8.3% | -5.0% |
| 1Y | +0.4% | +5.8% | -5.3% | -4.0% |
| 3Y | +21.9% | +58.0% | -36.1% | -9.5% |
| 5Y | +56.1% | +100.4% | -44.3% | -2.1% |
| All | +479.7% | +165.4% | +314.3% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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