+479.8%
FLEX vs DHI
+21.1%
+458.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +6.8% |
| 7D | +5.7% | -3.4% | +9.1% | +6.5% |
| 30D | -7.0% | -5.4% | -1.6% | -6.0% |
| 3M | -23.8% | -10.4% | -13.4% | -22.2% |
| 6M | +82.6% | -2.8% | +85.4% | +82.9% |
| YTD | +91.6% | -3.4% | +95.0% | +91.4% |
| 1Y | +100.6% | -22.9% | +123.5% | +108.4% |
| 3Y | +479.8% | +20.7% | +459.1% | +409.3% |
| All | +479.8% | +21.1% | +458.7% | +409.3% |
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 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