+12,501.5%
DHI vs WY
+442.6%
+12,058.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | -3.4% | -4.2% | +0.8% | -1.0% |
| 30D | -5.4% | -10.1% | +4.6% | +0.6% |
| 3M | -10.4% | -8.5% | -1.9% | -5.9% |
| 6M | -2.8% | -3.3% | +0.6% | -0.9% |
| YTD | -3.4% | -4.4% | +1.0% | -1.0% |
| 1Y | -22.9% | -11.5% | -11.4% | -17.4% |
| 3Y | +20.7% | -24.3% | +45.0% | +41.7% |
| 5Y | +62.1% | -21.3% | +83.4% | +86.5% |
| 10Y | +410.4% | +7.0% | +403.4% | +354.7% |
| All | +12,501.5% | +442.6% | +12,058.9% | +6,722.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 all: compounded portfolio wealth divided by compounded WY 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…
all analysis · Full analysis span regression · 6 months rolling