+404.6%
DHI vs HUBB
+446.9%
-42.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.8% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -5.4% | -10.0% | +4.5% | -0.3% |
| 3M | -10.4% | -1.6% | -8.8% | -10.4% |
| 6M | -2.8% | -3.1% | +0.3% | -2.6% |
| YTD | -3.4% | +4.6% | -8.0% | -7.7% |
| 1Y | -22.9% | +3.3% | -26.3% | -26.4% |
| 3Y | +20.7% | +46.6% | -25.9% | -10.4% |
| 5Y | +62.1% | +158.7% | -96.5% | -17.4% |
| All | +404.6% | +446.9% | -42.3% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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