+63.2%
DHI vs GEN
+22.3%
+40.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | -3.4% | -1.3% | -2.1% | -3.0% |
| 30D | -5.4% | +6.1% | -11.6% | -7.1% |
| 3M | -10.4% | +27.0% | -37.4% | -16.5% |
| 6M | -2.8% | +43.9% | -46.6% | -13.4% |
| YTD | -3.4% | +13.0% | -16.4% | -7.3% |
| 1Y | -22.9% | +4.0% | -26.9% | -24.0% |
| 3Y | +20.7% | +66.2% | -45.5% | +0.9% |
| All | +63.2% | +22.3% | +40.9% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling