+63.2%
DHI vs GH
+20.8%
+42.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | -3.4% | -2.5% | -0.9% | -3.1% |
| 30D | -5.4% | -4.7% | -0.8% | -4.9% |
| 3M | -10.4% | +20.2% | -30.7% | -13.3% |
| 6M | -2.8% | +78.8% | -81.5% | -11.7% |
| YTD | -3.4% | +54.1% | -57.5% | -10.7% |
| 1Y | -22.9% | +177.1% | -200.0% | -35.6% |
| 3Y | +20.7% | +371.6% | -350.9% | -12.9% |
| All | +63.2% | +20.8% | +42.4% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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