+20.7%
DHI vs SHAK
-2.6%
+23.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.4% | +1.2% |
| 7D | -3.4% | -8.3% | +4.9% | -2.1% |
| 30D | -5.4% | -12.6% | +7.2% | -3.4% |
| 3M | -10.4% | +9.1% | -19.6% | -11.9% |
| 6M | -2.8% | -31.2% | +28.5% | +1.6% |
| YTD | -3.4% | -21.6% | +18.2% | -1.5% |
| 1Y | -22.9% | -38.8% | +15.9% | -18.4% |
| 3Y | +20.7% | +0.6% | +20.1% | +7.7% |
| All | +20.7% | -2.6% | +23.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 3y: compounded portfolio wealth divided by compounded SHAK 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…
3y analysis · Full analysis span regression · 6 months rolling