+46.2%
DHI vs NXT
+173.5%
-127.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.5% |
| 7D | -3.4% | -1.9% | -1.5% | -3.2% |
| 30D | -5.4% | -20.0% | +14.6% | -3.0% |
| 3M | -10.4% | -30.7% | +20.3% | -7.0% |
| 6M | -2.8% | -29.0% | +26.2% | -0.3% |
| YTD | -3.4% | -4.8% | +1.4% | -4.8% |
| 1Y | -22.9% | +22.8% | -45.7% | -27.0% |
| 3Y | +20.7% | +93.9% | -73.3% | +2.7% |
| All | +46.2% | +173.5% | -127.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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