+9.8%
DHI vs MKSI
+27.2%
-17.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.3% | +9.7% | +0.8% |
| 7D | +7.6% | -18.2% | +25.8% | +8.7% |
| 30D | +15.3% | -37.2% | +52.4% | +19.3% |
| 3M | +4.4% | -43.5% | +47.9% | +9.2% |
| 6M | +8.3% | -38.4% | +46.7% | +9.3% |
| YTD | +10.4% | +10.9% | -0.5% | +1.6% |
| 1Y | +9.8% | +26.9% | -17.1% | -0.9% |
| All | +9.8% | +27.2% | -17.4% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling