+404.6%
DHI vs WING
+407.7%
-3.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.0% | -4.2% | +0.3% |
| 7D | -3.4% | +7.2% | -10.6% | -5.0% |
| 30D | -5.4% | +4.8% | -10.2% | -6.8% |
| 3M | -10.4% | -23.7% | +13.2% | -5.5% |
| 6M | -2.8% | -43.6% | +40.8% | +9.0% |
| YTD | -3.4% | -50.6% | +47.2% | +10.1% |
| 1Y | -22.9% | -57.0% | +34.1% | -9.7% |
| 3Y | +20.7% | -28.3% | +49.0% | +12.4% |
| 5Y | +62.1% | -32.4% | +94.5% | +44.3% |
| All | +404.6% | +407.7% | -3.1% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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