+404.6%
DHI vs HAS
+61.8%
+342.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.1% |
| 7D | -3.4% | -1.1% | -2.3% | -3.0% |
| 30D | -5.4% | -2.8% | -2.6% | -4.4% |
| 3M | -10.4% | +10.1% | -20.5% | -13.8% |
| 6M | -2.8% | -1.4% | -1.4% | -3.2% |
| YTD | -3.4% | +14.2% | -17.6% | -9.2% |
| 1Y | -22.9% | +18.2% | -41.1% | -28.5% |
| 3Y | +20.7% | +48.6% | -27.9% | +0.3% |
| 5Y | +62.1% | +14.2% | +47.9% | +46.8% |
| All | +404.6% | +61.8% | +342.8% | +282.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling