+7,964.3%
DHI vs IT
+5,579.9%
+2,384.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -3.0% | -2.6% |
| 7D | -6.1% | -12.7% | +6.6% | -2.6% |
| 30D | -10.1% | -8.9% | -1.2% | -7.9% |
| 3M | -7.3% | +10.1% | -17.5% | -11.3% |
| 6M | -6.1% | +7.3% | -13.4% | -10.3% |
| YTD | -5.0% | -32.4% | +27.3% | +1.6% |
| 1Y | -22.1% | -26.6% | +4.5% | -18.9% |
| 3Y | +19.2% | -51.8% | +71.1% | +36.2% |
| 5Y | +59.4% | -45.6% | +105.0% | +75.4% |
| 10Y | +401.8% | +92.4% | +309.4% | +280.6% |
| All | +7,964.3% | +5,579.9% | +2,384.4% | +5,126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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