+12,289.5%
DHI vs PEG
+2,592.0%
+9,697.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.3% |
| 7D | -6.1% | -0.9% | -5.2% | -5.7% |
| 30D | -10.1% | -2.8% | -7.3% | -9.0% |
| 3M | -7.3% | -6.9% | -0.4% | -4.3% |
| 6M | -6.1% | -11.4% | +5.3% | -1.0% |
| YTD | -5.0% | -7.4% | +2.3% | -1.9% |
| 1Y | -22.1% | -8.3% | -13.8% | -19.3% |
| 3Y | +19.2% | +31.5% | -12.3% | +2.6% |
| 5Y | +59.4% | +38.0% | +21.5% | +33.0% |
| 10Y | +401.8% | +148.3% | +253.5% | +216.3% |
| All | +12,289.5% | +2,592.0% | +9,697.4% | +2,810.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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