+20.7%
DHI vs TXG
+43.8%
-23.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +1.2% |
| 7D | -3.4% | +9.5% | -12.9% | -4.8% |
| 30D | -5.4% | +18.8% | -24.2% | -8.0% |
| 3M | -10.4% | +136.1% | -146.6% | -22.4% |
| 6M | -2.8% | +235.2% | -238.0% | -20.9% |
| YTD | -3.4% | +320.5% | -324.0% | -24.7% |
| 1Y | -22.9% | +425.2% | -448.1% | -43.0% |
| 3Y | +20.7% | +42.9% | -22.2% | +8.6% |
| All | +20.7% | +43.8% | -23.1% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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