Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • FLUT vs DHI✓SelectedUSD · DHIFLUT vs DHI performance historyLatest closeAs of-1.36%09/09
Stock and ETF performance explorer

FLUT vs DHI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,037.5%
DHI return
+1,944.5%
Excess return
+93.0%
Maximum drawdown
-70.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioDHIExcessAlpha
1D-1.4%+0.3%-1.7%-1.4%
7D-2.6%-2.3%-0.3%-2.5%
30D+5.4%-5.3%+10.6%+5.7%
3M-10.8%-7.8%-3.0%-10.4%
6M-9.2%-5.4%-3.8%-9.0%
YTD-53.8%-2.7%-51.1%-53.8%
1Y-66.0%-21.0%-45.0%-65.6%
3Y-44.7%+22.2%-66.8%-45.6%
5Y-50.6%+62.2%-112.8%-52.2%
10Y-10.4%+414.3%-424.7%-15.8%
All+2,037.5%+1,944.5%+93.0%+1,844.6%

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