+159.7%
GILD vs DHI
+414.5%
-254.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.0% |
| 7D | -4.8% | -3.4% | -1.4% | -4.4% |
| 30D | +5.8% | -5.4% | +11.2% | +6.5% |
| 3M | +14.9% | -10.4% | +25.4% | +16.4% |
| 6M | -0.4% | -2.8% | +2.4% | -0.3% |
| YTD | +18.5% | -3.4% | +21.9% | +18.4% |
| 1Y | +25.1% | -22.9% | +48.0% | +28.5% |
| 3Y | +105.9% | +20.7% | +85.2% | +96.0% |
| 5Y | +143.0% | +62.1% | +80.8% | +118.6% |
| All | +159.7% | +414.5% | -254.8% | +108.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling