+21.8%
DHI vs GD
+72.8%
-51.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -2.0% | -3.5% | +1.4% | -1.1% |
| 30D | -8.3% | -9.0% | +0.7% | -5.9% |
| 3M | -3.7% | +5.1% | -8.8% | -5.3% |
| 6M | -5.4% | -1.0% | -4.4% | -5.0% |
| YTD | -3.0% | +7.3% | -10.3% | -5.3% |
| 1Y | -23.8% | +12.4% | -36.3% | -26.6% |
| 3Y | +21.8% | +73.7% | -51.9% | +5.4% |
| All | +21.8% | +72.8% | -51.0% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling