+9.1%
DHI vs URI
+33.3%
-24.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.4% | +12.5% | +9.3% |
| 7D | +9.8% | -4.3% | +14.1% | +11.0% |
| 30D | +17.8% | +4.6% | +13.2% | +16.0% |
| 3M | +4.7% | -2.1% | +6.8% | +4.9% |
| 6M | +10.0% | +21.9% | -11.9% | +3.1% |
| YTD | +10.0% | +39.7% | -29.7% | -5.2% |
| 1Y | +9.1% | +32.9% | -23.7% | -1.1% |
| All | +9.1% | +33.3% | -24.2% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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