+381.7%
DHT vs SPY
+71.5%
+310.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.8% |
| 7D | -13.8% | +0.1% | -13.9% | -13.8% |
| 30D | -16.6% | -3.3% | -13.2% | -15.1% |
| 3M | +16.9% | -2.4% | +19.3% | +18.3% |
| 6M | +19.6% | +2.6% | +17.0% | +17.7% |
| YTD | +90.8% | +11.2% | +79.6% | +79.8% |
| 1Y | +74.6% | +13.4% | +61.3% | +62.7% |
| 3Y | +164.4% | +79.9% | +84.5% | +86.7% |
| 5Y | +381.7% | +72.2% | +309.5% | +253.6% |
| All | +381.7% | +71.5% | +310.2% | +253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling