+20.7%
DHI vs WCC
+130.1%
-109.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +0.7% |
| 7D | -3.4% | +1.5% | -4.9% | -3.8% |
| 30D | -5.4% | -2.1% | -3.3% | -5.1% |
| 3M | -10.4% | +3.8% | -14.3% | -12.1% |
| 6M | -2.8% | +35.0% | -37.7% | -12.0% |
| YTD | -3.4% | +46.4% | -49.8% | -15.2% |
| 1Y | -22.9% | +63.0% | -85.9% | -34.7% |
| 3Y | +20.7% | +133.9% | -113.3% | -17.7% |
| All | +20.7% | +130.1% | -109.4% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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