+9.1%
DHI vs GEN
+20.2%
-11.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.0% | +4.1% | +7.4% |
| 7D | +9.8% | +26.9% | -17.1% | +5.7% |
| 30D | +17.8% | +38.6% | -20.8% | +12.3% |
| 3M | +4.7% | +9.7% | -5.0% | +2.7% |
| 6M | +10.0% | +58.9% | -48.9% | +2.6% |
| YTD | +10.0% | +15.3% | -5.4% | +18.4% |
| 1Y | +9.1% | +21.8% | -12.7% | +11.1% |
| All | +9.1% | +20.2% | -11.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling