+12,501.5%
DHI vs HUBB
+84,750.9%
-72,249.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.7% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -5.4% | -10.0% | +4.5% | -5.3% |
| 3M | -10.4% | -1.6% | -8.8% | -10.4% |
| 6M | -2.8% | -3.1% | +0.3% | -2.7% |
| YTD | -3.4% | +4.6% | -8.0% | -3.5% |
| 1Y | -22.9% | +3.3% | -26.3% | -23.0% |
| 3Y | +20.7% | +46.6% | -25.9% | +19.7% |
| 5Y | +62.1% | +158.7% | -96.5% | +59.3% |
| 10Y | +410.4% | +443.5% | -33.0% | +396.3% |
| All | +12,501.5% | +84,750.9% | -72,249.4% | +12,947.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling