+63.2%
DHI vs OSCR
+96.8%
-33.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | -3.4% | +1.6% | -5.0% | -3.6% |
| 30D | -5.4% | +10.7% | -16.1% | -6.5% |
| 3M | -10.4% | +13.4% | -23.8% | -12.1% |
| 6M | -2.8% | +144.6% | -147.3% | -13.2% |
| YTD | -3.4% | +128.0% | -131.5% | -13.3% |
| 1Y | -22.9% | +68.7% | -91.6% | -29.2% |
| 3Y | +20.7% | +398.8% | -378.1% | -9.3% |
| All | +63.2% | +96.8% | -33.6% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 5y: compounded portfolio wealth divided by compounded OSCR 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…
5y analysis · Full analysis span regression · 6 months rolling