+198.1%
DOCN vs DHI
+74.8%
+123.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.0% | +15.6% | +14.2% |
| 7D | +16.3% | -2.0% | +18.4% | +17.3% |
| 30D | +2.0% | -8.3% | +10.4% | +5.6% |
| 3M | -25.2% | -3.7% | -21.5% | -25.9% |
| 6M | +132.7% | -5.4% | +138.1% | +131.7% |
| YTD | +163.3% | -3.0% | +166.3% | +155.4% |
| 1Y | +280.3% | -23.8% | +304.2% | +320.3% |
| 3Y | +371.8% | +21.8% | +350.0% | +237.5% |
| 5Y | +87.1% | +59.6% | +27.5% | +2.0% |
| All | +198.1% | +74.8% | +123.3% | +53.3% |
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