+12,596.5%
DHI vs TECH
+12,806.2%
-209.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.3% | -0.1% | -2.3% | -2.3% |
| 30D | -5.3% | +0.3% | -5.6% | -5.3% |
| 3M | -7.8% | +32.9% | -40.7% | -13.6% |
| 6M | -5.4% | +32.1% | -37.4% | -12.1% |
| YTD | -2.7% | +23.4% | -26.1% | -8.6% |
| 1Y | -21.0% | +34.1% | -55.0% | -27.2% |
| 3Y | +22.2% | +2.2% | +20.0% | +17.0% |
| 5Y | +62.2% | -41.8% | +104.0% | +72.7% |
| 10Y | +414.3% | +188.9% | +225.4% | +301.8% |
| All | +12,596.5% | +12,806.2% | -209.7% | +6,421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling