-22.1%
DHI vs SUI
-8.4%
-13.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.5% | -1.9% |
| 7D | -6.1% | -4.1% | -2.0% | -4.0% |
| 30D | -10.1% | -3.2% | -6.9% | -8.5% |
| 3M | -7.3% | -8.4% | +1.1% | -2.9% |
| 6M | -6.1% | -14.4% | +8.2% | +1.9% |
| YTD | -5.0% | -5.5% | +0.5% | -3.7% |
| 1Y | -22.1% | -7.3% | -14.8% | -17.8% |
| All | -22.1% | -8.4% | -13.7% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling