+87.1%
DOCN vs DHI
+88.9%
-1.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.4% | +3.3% |
| 7D | -12.1% | +3.1% | -15.2% | -14.0% |
| 30D | -41.0% | +11.0% | -52.0% | -44.8% |
| 3M | -38.7% | +2.1% | -40.8% | -40.9% |
| 6M | -51.5% | +1.7% | -53.2% | -54.0% |
| YTD | +65.3% | +4.9% | +60.4% | +51.7% |
| 1Y | +53.9% | +4.8% | +49.1% | +40.1% |
| 3Y | +215.6% | +25.9% | +189.7% | +121.0% |
| 5Y | -26.2% | +66.0% | -92.1% | -61.5% |
| All | +87.1% | +88.9% | -1.8% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling