+9.1%
DHI vs HAS
+66.3%
-57.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.1% | +5.0% | +7.0% |
| 7D | +9.8% | +2.4% | +7.3% | +8.9% |
| 30D | +17.8% | +31.6% | -13.8% | +7.4% |
| 3M | +4.7% | +33.9% | -29.1% | -5.0% |
| 6M | +10.0% | +31.4% | -21.4% | -0.8% |
| YTD | +10.0% | +51.6% | -41.7% | -12.3% |
| 1Y | +9.1% | +65.2% | -56.1% | -22.0% |
| All | +9.1% | +66.3% | -57.2% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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