+404.6%
DHI vs SONY
+293.1%
+111.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.1% |
| 7D | -3.4% | -2.7% | -0.7% | -2.3% |
| 30D | -5.4% | +1.5% | -7.0% | -6.1% |
| 3M | -10.4% | +13.0% | -23.4% | -15.2% |
| 6M | -2.8% | +11.2% | -14.0% | -7.8% |
| YTD | -3.4% | -6.6% | +3.2% | -1.8% |
| 1Y | -22.9% | -18.1% | -4.8% | -17.6% |
| 3Y | +20.7% | +42.1% | -21.4% | -2.0% |
| 5Y | +62.1% | +11.0% | +51.1% | +44.4% |
| All | +404.6% | +293.1% | +111.5% | +197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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