+111.9%
DOCN vs DHI
+82.9%
+29.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.7% | +5.1% | +4.2% |
| 7D | +27.4% | -8.0% | +35.4% | +32.2% |
| 30D | -29.7% | +7.0% | -36.8% | -33.2% |
| 3M | -32.5% | -0.6% | -31.9% | -33.9% |
| 6M | -42.2% | +1.5% | -43.6% | -45.3% |
| YTD | +87.2% | +1.5% | +85.7% | +74.3% |
| 1Y | +86.2% | +0.4% | +85.8% | +73.1% |
| 3Y | +257.4% | +21.9% | +235.5% | +153.8% |
| 5Y | -27.4% | +56.1% | -83.5% | -61.3% |
| All | +111.9% | +82.9% | +29.0% | +4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling