+12,501.5%
DHI vs NUE
+7,955.0%
+4,546.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.1% |
| 7D | -3.4% | -0.6% | -2.8% | -3.1% |
| 30D | -5.4% | -4.6% | -0.9% | -3.9% |
| 3M | -10.4% | -0.3% | -10.1% | -10.9% |
| 6M | -2.8% | +51.9% | -54.7% | -18.6% |
| YTD | -3.4% | +60.0% | -63.4% | -21.1% |
| 1Y | -22.9% | +82.9% | -105.8% | -40.7% |
| 3Y | +20.7% | +66.0% | -45.3% | -7.2% |
| 5Y | +62.1% | +149.0% | -86.8% | -1.1% |
| 10Y | +410.4% | +588.3% | -177.9% | +85.9% |
| All | +12,501.5% | +7,955.0% | +4,546.5% | +1,979.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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