+21.6%
DHI vs SUI
+10.9%
+10.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.0% |
| 7D | -2.3% | -4.3% | +1.9% | -0.2% |
| 30D | -5.3% | -2.1% | -3.1% | -4.2% |
| 3M | -7.8% | -6.1% | -1.7% | -5.0% |
| 6M | -5.4% | -12.8% | +7.4% | +1.1% |
| YTD | -2.7% | -4.6% | +1.9% | -0.9% |
| 1Y | -21.0% | -7.7% | -13.3% | -18.1% |
| All | +21.6% | +10.9% | +10.7% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling