+2,817.1%
EQT vs DHI
+12,289.5%
-9,472.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -1.2% | -6.1% | +5.0% | -0.3% |
| 30D | +1.1% | -10.1% | +11.2% | +2.6% |
| 3M | +4.8% | -7.3% | +12.1% | +5.6% |
| 6M | -10.6% | -6.1% | -4.5% | -10.4% |
| YTD | +3.4% | -5.0% | +8.5% | +3.2% |
| 1Y | +8.7% | -22.1% | +30.8% | +11.5% |
| 3Y | +35.0% | +19.2% | +15.7% | +27.2% |
| 5Y | +204.2% | +59.4% | +144.8% | +170.0% |
| 10Y | +52.5% | +401.8% | -349.4% | +8.5% |
| All | +2,817.1% | +12,289.5% | -9,472.3% | +1,375.4% |
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 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