+4,448.5%
DHI vs LII
+3,124.4%
+1,324.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -5.5% | -12.6% | +7.1% | +2.0% |
| 3M | -2.2% | -24.4% | +22.2% | +12.4% |
| 6M | -6.0% | -28.7% | +22.7% | +10.6% |
| YTD | 0.0% | -19.1% | +19.1% | +9.3% |
| 1Y | -18.2% | -29.7% | +11.5% | -3.6% |
| 3Y | +22.5% | +4.8% | +17.8% | +11.8% |
| 5Y | +58.4% | +24.6% | +33.8% | +29.2% |
| 10Y | +405.2% | +169.2% | +236.0% | +165.2% |
| All | +4,448.5% | +3,124.4% | +1,324.2% | +602.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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