+404.6%
DHI vs SPXU
-99.6%
+504.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +0.9% |
| 7D | -3.4% | +2.5% | -5.9% | -2.5% |
| 30D | -5.4% | +4.2% | -9.6% | -3.9% |
| 3M | -10.4% | -9.3% | -1.2% | -12.8% |
| 6M | -2.8% | -30.7% | +27.9% | -12.6% |
| YTD | -3.4% | -28.1% | +24.7% | -11.8% |
| 1Y | -22.9% | -35.2% | +12.3% | -31.7% |
| 3Y | +20.7% | -79.9% | +100.6% | -23.3% |
| 5Y | +62.1% | -86.4% | +148.5% | +7.1% |
| All | +404.6% | -99.6% | +504.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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