+14.8%
EEM vs DHI
-7.3%
+22.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -1.5% |
| 7D | -0.7% | -6.1% | +5.4% | +1.1% |
| 30D | +2.4% | -10.1% | +12.5% | +5.4% |
| 3M | +4.2% | -7.3% | +11.5% | +5.4% |
| 6M | +14.8% | -6.1% | +20.9% | +12.4% |
| All | +14.8% | -7.3% | +22.1% | +12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling