+63.2%
DHI vs PODD
-55.4%
+118.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.2% |
| 7D | -3.4% | -10.5% | +7.1% | -1.0% |
| 30D | -5.4% | -9.0% | +3.6% | -3.5% |
| 3M | -10.4% | -11.5% | +1.1% | -8.9% |
| 6M | -2.8% | -44.7% | +42.0% | +9.8% |
| YTD | -3.4% | -53.6% | +50.2% | +13.5% |
| 1Y | -22.9% | -61.0% | +38.0% | -5.8% |
| 3Y | +20.7% | -24.7% | +45.4% | +16.9% |
| All | +63.2% | -55.4% | +118.7% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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