+404.6%
DHI vs UUUU
+465.5%
-60.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.2% |
| 7D | -3.4% | -10.5% | +7.1% | -2.4% |
| 30D | -5.4% | -10.5% | +5.1% | -4.6% |
| 3M | -10.4% | -14.1% | +3.7% | -9.6% |
| 6M | -2.8% | -35.5% | +32.7% | +0.1% |
| YTD | -3.4% | -10.9% | +7.5% | -5.0% |
| 1Y | -22.9% | +3.4% | -26.3% | -26.6% |
| 3Y | +20.7% | +73.1% | -52.4% | +3.7% |
| 5Y | +62.1% | +87.1% | -25.0% | +31.9% |
| All | +404.6% | +465.5% | -60.9% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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