+9.8%
DHI vs HBM
+35.9%
-26.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.4% | +7.8% | +1.1% |
| 7D | +7.6% | -11.9% | +19.5% | +8.8% |
| 30D | +15.3% | -23.6% | +38.9% | +18.2% |
| 3M | +4.4% | -20.5% | +24.9% | +6.4% |
| 6M | +8.3% | -7.9% | +16.1% | +6.8% |
| YTD | +10.4% | +3.8% | +6.7% | +3.7% |
| 1Y | +9.8% | +31.7% | -21.9% | -3.2% |
| All | +9.8% | +35.9% | -26.1% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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