+998.9%
DHI vs INDA
+109.4%
+889.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.1% |
| 7D | -3.4% | -2.7% | -0.7% | -1.8% |
| 30D | -5.4% | -2.8% | -2.7% | -3.8% |
| 3M | -10.4% | +1.6% | -12.1% | -11.2% |
| 6M | -2.8% | -1.4% | -1.3% | -1.7% |
| YTD | -3.4% | -10.1% | +6.7% | +3.0% |
| 1Y | -22.9% | -8.8% | -14.1% | -18.7% |
| 3Y | +20.7% | +7.6% | +13.1% | +14.5% |
| 5Y | +62.1% | +5.8% | +56.4% | +55.7% |
| 10Y | +410.4% | +84.0% | +326.4% | +245.5% |
| All | +998.9% | +109.4% | +889.6% | +555.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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