+12,556.3%
DHI vs KEY
+449.4%
+12,106.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.2% |
| 7D | -2.0% | +2.7% | -4.8% | -3.1% |
| 30D | -8.3% | -3.2% | -5.1% | -7.1% |
| 3M | -3.7% | +1.0% | -4.7% | -4.1% |
| 6M | -5.4% | +11.9% | -17.3% | -9.7% |
| YTD | -3.0% | +8.7% | -11.7% | -6.6% |
| 1Y | -23.8% | +18.5% | -42.3% | -29.5% |
| 3Y | +21.8% | +124.0% | -102.2% | -17.2% |
| 5Y | +59.6% | +40.8% | +18.8% | +21.9% |
| 10Y | +391.2% | +167.0% | +224.2% | +141.5% |
| All | +12,556.3% | +449.4% | +12,106.9% | +3,810.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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