+203.9%
DOCN vs DHI
+34.5%
+169.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +3.1% |
| 7D | -19.2% | +4.3% | -23.5% | -20.0% |
| 30D | -43.1% | +14.3% | -57.3% | -44.8% |
| 3M | -40.7% | +4.3% | -45.0% | -41.7% |
| 6M | -55.0% | +2.7% | -57.7% | -55.9% |
| YTD | +50.6% | +6.7% | +44.0% | +44.7% |
| 1Y | +54.0% | +6.1% | +47.8% | +47.5% |
| 3Y | +203.9% | +33.5% | +170.4% | +103.7% |
| All | +203.9% | +34.5% | +169.4% | +103.7% |
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 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