+63.2%
DHI vs TECH
-43.3%
+106.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -3.4% | -0.4% | -3.0% | -3.3% |
| 30D | -5.4% | 0.0% | -5.4% | -5.4% |
| 3M | -10.4% | +33.7% | -44.1% | -19.8% |
| 6M | -2.8% | +34.9% | -37.7% | -15.0% |
| YTD | -3.4% | +23.2% | -26.6% | -13.1% |
| 1Y | -22.9% | +36.3% | -59.2% | -33.7% |
| 3Y | +20.7% | +2.3% | +18.4% | +11.1% |
| All | +63.2% | -43.3% | +106.5% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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