+404.6%
DHI vs IBB
+125.5%
+279.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | -3.4% | -4.2% | +0.8% | -0.7% |
| 30D | -5.4% | +1.1% | -6.5% | -6.2% |
| 3M | -10.4% | +19.0% | -29.5% | -20.2% |
| 6M | -2.8% | +18.9% | -21.6% | -13.4% |
| YTD | -3.4% | +20.3% | -23.8% | -15.1% |
| 1Y | -22.9% | +41.5% | -64.4% | -39.2% |
| 3Y | +20.7% | +60.3% | -39.6% | -12.7% |
| 5Y | +62.1% | +18.7% | +43.4% | +38.5% |
| All | +404.6% | +125.5% | +279.1% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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