+13.0%
DLR vs DHI
+9.6%
+3.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.1% | -5.5% | +1.3% |
| 7D | +2.8% | +9.8% | -6.9% | +1.2% |
| 30D | +2.8% | +17.8% | -15.0% | -0.2% |
| 3M | -4.0% | +4.7% | -8.7% | -5.0% |
| 6M | -5.6% | +10.0% | -15.6% | -7.7% |
| YTD | +21.9% | +10.0% | +12.0% | +18.1% |
| 1Y | +13.0% | +9.1% | +3.9% | +8.2% |
| All | +13.0% | +9.6% | +3.4% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling