+404.6%
DHI vs SYY
+116.5%
+288.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | -3.4% | +3.9% | -7.4% | -5.2% |
| 30D | -5.4% | -1.7% | -3.7% | -4.7% |
| 3M | -10.4% | +5.2% | -15.6% | -12.7% |
| 6M | -2.8% | -0.2% | -2.6% | -3.7% |
| YTD | -3.4% | +15.4% | -18.8% | -11.1% |
| 1Y | -22.9% | +5.6% | -28.5% | -25.9% |
| 3Y | +20.7% | +28.9% | -8.2% | +4.7% |
| 5Y | +62.1% | +24.1% | +38.1% | +42.1% |
| All | +404.6% | +116.5% | +288.1% | +241.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling