+57.9%
DLR vs DHI
+21.1%
+36.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.4% |
| 7D | +0.1% | -3.4% | +3.5% | +0.7% |
| 30D | -4.3% | -5.4% | +1.1% | -3.4% |
| 3M | +3.8% | -10.4% | +14.3% | +5.7% |
| 6M | +5.8% | -2.8% | +8.6% | +5.8% |
| YTD | +23.5% | -3.4% | +27.0% | +23.3% |
| 1Y | +11.1% | -22.9% | +34.0% | +15.4% |
| 3Y | +57.9% | +20.7% | +37.2% | +33.6% |
| All | +57.9% | +21.1% | +36.8% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling