+209.2%
DHI vs LBRT
-15.3%
+224.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -4.1% | +9.2% | -13.3% | -4.9% |
| 30D | +9.3% | -27.5% | +36.8% | +11.9% |
| 3M | -2.6% | -37.9% | +35.3% | +1.1% |
| 6M | +4.1% | -60.7% | +64.8% | +12.5% |
| YTD | +2.3% | -28.5% | +30.8% | +2.6% |
| 1Y | +2.7% | -13.2% | +16.0% | +0.6% |
| 3Y | +23.2% | -28.8% | +52.0% | +19.5% |
| 5Y | +57.3% | +28.0% | +29.4% | +36.7% |
| All | +209.2% | -15.3% | +224.6% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 10y: compounded portfolio wealth divided by compounded LBRT 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…
10y analysis · Full analysis span regression · 6 months rolling