+59.4%
DHI vs IBB
+17.1%
+42.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.4% |
| 7D | -6.1% | -5.2% | -0.9% | -2.4% |
| 30D | -10.1% | +1.5% | -11.5% | -11.2% |
| 3M | -7.3% | +22.1% | -29.5% | -20.2% |
| 6M | -6.1% | +17.7% | -23.9% | -17.2% |
| YTD | -5.0% | +20.2% | -25.2% | -18.1% |
| 1Y | -22.1% | +44.4% | -66.5% | -41.8% |
| 3Y | +19.2% | +61.1% | -41.9% | -19.3% |
| 5Y | +59.4% | +18.5% | +40.9% | +17.0% |
| All | +59.4% | +17.1% | +42.3% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling