+404.6%
DHI vs NDAQ
+368.2%
+36.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | -3.4% | -5.6% | +2.2% | -0.6% |
| 30D | -5.4% | -4.4% | -1.1% | -3.3% |
| 3M | -10.4% | +5.9% | -16.3% | -13.6% |
| 6M | -2.8% | +7.7% | -10.5% | -7.5% |
| YTD | -3.4% | -5.2% | +1.7% | -2.8% |
| 1Y | -22.9% | -3.4% | -19.5% | -23.5% |
| 3Y | +20.7% | +85.6% | -64.9% | -20.9% |
| 5Y | +62.1% | +49.5% | +12.6% | +18.8% |
| All | +404.6% | +368.2% | +36.4% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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