+63.2%
DHI vs SU
+348.9%
-285.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | -3.4% | +2.2% | -5.6% | -3.6% |
| 30D | -5.4% | +8.4% | -13.9% | -6.1% |
| 3M | -10.4% | +12.1% | -22.5% | -11.4% |
| 6M | -2.8% | +19.7% | -22.4% | -5.0% |
| YTD | -3.4% | +58.4% | -61.8% | -9.1% |
| 1Y | -22.9% | +67.2% | -90.1% | -28.0% |
| 3Y | +20.7% | +125.0% | -104.4% | +7.2% |
| All | +63.2% | +348.9% | -285.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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