+1,274.0%
DIS vs DHI
+13,246.8%
-11,972.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.5% |
| 7D | +1.9% | -4.1% | +6.0% | +2.7% |
| 30D | +9.2% | +9.3% | -0.1% | +7.2% |
| 3M | +13.5% | -2.6% | +16.1% | +13.8% |
| 6M | +14.3% | +4.1% | +10.2% | +12.9% |
| YTD | +5.4% | +2.3% | +3.1% | +4.1% |
| 1Y | +12.2% | +2.7% | +9.4% | +10.6% |
| 3Y | +37.2% | +23.2% | +14.0% | +27.8% |
| 5Y | -23.1% | +57.3% | -80.5% | -32.7% |
| 10Y | +32.2% | +497.8% | -465.6% | -12.7% |
| All | +1,274.0% | +13,246.8% | -11,972.8% | +456.5% |
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