+63.2%
DHI vs UUUU
+79.1%
-15.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.1% |
| 7D | -3.4% | -10.5% | +7.1% | -2.6% |
| 30D | -5.4% | -10.5% | +5.1% | -4.7% |
| 3M | -10.4% | -14.1% | +3.7% | -9.7% |
| 6M | -2.8% | -35.5% | +32.7% | -0.4% |
| YTD | -3.4% | -10.9% | +7.5% | -4.9% |
| 1Y | -22.9% | +3.4% | -26.3% | -26.5% |
| 3Y | +20.7% | +73.1% | -52.4% | +3.7% |
| All | +63.2% | +79.1% | -15.9% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling