+20.7%
DHI vs WSM
+230.1%
-209.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | -3.4% | -0.5% | -2.9% | -3.2% |
| 30D | -5.4% | -7.7% | +2.3% | -2.9% |
| 3M | -10.4% | +3.8% | -14.2% | -11.4% |
| 6M | -2.8% | +22.7% | -25.4% | -8.8% |
| YTD | -3.4% | +28.0% | -31.4% | -10.7% |
| 1Y | -22.9% | +12.7% | -35.6% | -26.3% |
| 3Y | +20.7% | +231.3% | -210.6% | -11.5% |
| All | +20.7% | +230.1% | -209.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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