+404.6%
DHI vs PHM
+568.1%
-163.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.3% |
| 7D | -3.4% | -5.0% | +1.6% | +0.9% |
| 30D | -5.4% | -8.4% | +3.0% | +2.1% |
| 3M | -10.4% | -4.4% | -6.0% | -6.8% |
| 6M | -2.8% | -3.7% | +1.0% | +0.6% |
| YTD | -3.4% | +1.3% | -4.7% | -4.3% |
| 1Y | -22.9% | -14.0% | -8.9% | -11.8% |
| 3Y | +20.7% | +48.1% | -27.4% | -12.0% |
| 5Y | +62.1% | +158.8% | -96.6% | -26.4% |
| All | +404.6% | +568.1% | -163.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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