+8,269.1%
FLEX vs DHI
+8,275.3%
-6.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.0% | +7.4% | +5.4% |
| 7D | +7.0% | -2.0% | +9.0% | +7.7% |
| 30D | -5.8% | -8.3% | +2.5% | -3.2% |
| 3M | -24.2% | -3.7% | -20.5% | -23.8% |
| 6M | +90.8% | -5.4% | +96.2% | +93.3% |
| YTD | +89.2% | -3.0% | +92.2% | +88.9% |
| 1Y | +104.7% | -23.8% | +128.6% | +120.6% |
| 3Y | +478.1% | +21.8% | +456.3% | +405.6% |
| 5Y | +726.2% | +59.6% | +666.6% | +540.5% |
| 10Y | +1,060.6% | +391.2% | +669.4% | +487.0% |
| All | +8,269.1% | +8,275.3% | -6.2% | +1,433.6% |
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