+33,093.4%
DHR vs DHI
+12,501.5%
+20,591.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | -3.6% | -3.4% | -0.2% | -3.0% |
| 30D | -2.7% | -5.4% | +2.7% | -1.7% |
| 3M | +10.9% | -10.4% | +21.4% | +13.2% |
| 6M | +3.0% | -2.8% | +5.8% | +3.3% |
| YTD | -12.2% | -3.4% | -8.8% | -12.1% |
| 1Y | +3.3% | -22.9% | +26.2% | +8.0% |
| 3Y | -8.2% | +20.7% | -28.9% | -13.4% |
| 5Y | -29.9% | +62.1% | -92.0% | -38.4% |
| 10Y | +208.5% | +410.4% | -202.0% | +109.8% |
| All | +33,093.4% | +12,501.5% | +20,591.9% | +12,399.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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