+9.1%
DHI vs SYY
+8.0%
+1.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.8% | +4.3% | +6.7% |
| 7D | +9.8% | -6.3% | +16.1% | +12.1% |
| 30D | +17.8% | +0.7% | +17.1% | +17.8% |
| 3M | +4.7% | -7.1% | +11.8% | +6.9% |
| 6M | +10.0% | +6.8% | +3.2% | +8.1% |
| YTD | +10.0% | +6.7% | +3.3% | +5.6% |
| 1Y | +9.1% | +7.5% | +1.6% | +4.1% |
| All | +9.1% | +8.0% | +1.1% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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