+490.7%
DHI vs IQV
+498.2%
-7.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.9% |
| 7D | -3.4% | -2.2% | -1.2% | -2.3% |
| 30D | -5.4% | +8.3% | -13.7% | -9.1% |
| 3M | -10.4% | +44.6% | -55.0% | -26.0% |
| 6M | -2.8% | +52.6% | -55.3% | -22.8% |
| YTD | -3.4% | +16.1% | -19.5% | -13.6% |
| 1Y | -22.9% | +37.3% | -60.2% | -37.1% |
| 3Y | +20.7% | +21.6% | -0.9% | +0.5% |
| 5Y | +62.1% | +0.5% | +61.6% | +47.2% |
| 10Y | +410.4% | +239.7% | +170.8% | +142.5% |
| All | +490.7% | +498.2% | -7.5% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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