+1,735.4%
DHI vs HBM
+593.2%
+1,142.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.5% | +5.1% | -1.1% |
| 7D | -6.1% | -3.7% | -2.4% | -5.6% |
| 30D | -10.1% | -3.7% | -6.4% | -9.7% |
| 3M | -7.3% | +8.0% | -15.3% | -9.5% |
| 6M | -6.1% | +15.8% | -21.9% | -10.4% |
| YTD | -5.0% | +34.4% | -39.4% | -12.4% |
| 1Y | -22.1% | +98.2% | -120.3% | -33.6% |
| 3Y | +19.2% | +476.6% | -457.3% | -19.9% |
| 5Y | +59.4% | +331.1% | -271.7% | +7.4% |
| 10Y | +401.8% | +591.6% | -189.7% | +154.1% |
| All | +1,735.4% | +593.2% | +1,142.2% | +521.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling