+404.6%
DHI vs WU
-39.1%
+443.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | -3.4% | -3.5% | +0.1% | -2.0% |
| 30D | -5.4% | -2.9% | -2.5% | -4.4% |
| 3M | -10.4% | -2.3% | -8.2% | -11.0% |
| 6M | -2.8% | -25.4% | +22.6% | +7.6% |
| YTD | -3.4% | -21.2% | +17.8% | +4.2% |
| 1Y | -22.9% | -8.9% | -14.0% | -22.4% |
| 3Y | +20.7% | -29.0% | +49.6% | +32.4% |
| 5Y | +62.1% | -50.7% | +112.9% | +103.3% |
| All | +404.6% | -39.1% | +443.7% | +460.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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