+23.2%
DHI vs HAS
+212.5%
-189.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +1.1% |
| 7D | -4.1% | +1.4% | -5.5% | -4.6% |
| 30D | +9.3% | +26.3% | -17.0% | -0.1% |
| 3M | -2.6% | +25.6% | -28.2% | -10.8% |
| 6M | +4.1% | +30.3% | -26.2% | -6.8% |
| YTD | +2.3% | +50.4% | -48.1% | -14.2% |
| 1Y | +2.7% | +57.7% | -55.0% | -15.5% |
| 3Y | +23.2% | +213.4% | -190.2% | -23.2% |
| All | +23.2% | +212.5% | -189.3% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling