+2,609.3%
DHI vs IBB
+546.5%
+2,062.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -1.5% |
| 7D | -2.0% | -1.7% | -0.4% | -0.9% |
| 30D | -8.3% | +4.9% | -13.2% | -11.5% |
| 3M | -3.7% | +24.2% | -28.0% | -17.5% |
| 6M | -5.4% | +23.8% | -29.2% | -19.0% |
| YTD | -3.0% | +23.0% | -25.9% | -17.0% |
| 1Y | -23.8% | +46.2% | -70.0% | -42.4% |
| 3Y | +21.8% | +64.8% | -43.0% | -15.8% |
| 5Y | +59.6% | +20.9% | +38.7% | +36.0% |
| 10Y | +391.2% | +121.6% | +269.6% | +160.3% |
| All | +2,609.3% | +546.5% | +2,062.8% | +433.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling