+63.2%
DHI vs PSLV
+154.2%
-91.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | -3.4% | -3.5% | +0.1% | -3.1% |
| 30D | -5.4% | -2.1% | -3.3% | -5.3% |
| 3M | -10.4% | -1.6% | -8.8% | -10.4% |
| 6M | -2.8% | -25.5% | +22.7% | -0.4% |
| YTD | -3.4% | -11.4% | +8.0% | -5.0% |
| 1Y | -22.9% | +48.6% | -71.5% | -30.6% |
| 3Y | +20.7% | +166.9% | -146.2% | -4.1% |
| All | +63.2% | +154.2% | -91.0% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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