+116.4%
DOCN vs DHI
+9.6%
+106.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +8.1% | -15.3% | -6.3% |
| 7D | -20.0% | +9.8% | -29.8% | -19.2% |
| 30D | -38.8% | +17.8% | -56.6% | -37.9% |
| 3M | -34.8% | +4.7% | -39.5% | -33.9% |
| 6M | -22.8% | +10.0% | -32.8% | -22.8% |
| YTD | +74.6% | +10.0% | +64.6% | +74.2% |
| 1Y | +116.4% | +9.1% | +107.3% | +114.1% |
| All | +116.4% | +9.6% | +106.8% | +114.1% |
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