+63.2%
DHI vs SPXS
-86.0%
+149.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +0.9% |
| 7D | -3.4% | +2.5% | -5.9% | -2.6% |
| 30D | -5.4% | +4.2% | -9.6% | -3.9% |
| 3M | -10.4% | -9.3% | -1.1% | -12.6% |
| 6M | -2.8% | -30.7% | +27.9% | -12.1% |
| YTD | -3.4% | -28.1% | +24.6% | -11.3% |
| 1Y | -22.9% | -35.1% | +12.2% | -31.2% |
| 3Y | +20.7% | -79.6% | +100.3% | -22.7% |
| All | +63.2% | -86.0% | +149.2% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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