+63.2%
DHI vs HUBB
+157.3%
-94.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.9% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -5.4% | -10.0% | +4.5% | -1.0% |
| 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% | -7.1% |
| 1Y | -22.9% | +3.3% | -26.3% | -26.0% |
| 3Y | +20.7% | +46.6% | -25.9% | -9.0% |
| All | +63.2% | +157.3% | -94.1% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling