+755.6%
GOOGL vs DHI
+414.5%
+341.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.3% |
| 7D | 0.0% | -3.4% | +3.4% | +0.9% |
| 30D | -1.4% | -5.4% | +4.0% | 0.0% |
| 3M | -5.3% | -10.4% | +5.1% | -2.9% |
| 6M | +9.8% | -2.8% | +12.6% | +9.7% |
| YTD | +8.4% | -3.4% | +11.8% | +8.0% |
| 1Y | +41.2% | -22.9% | +64.1% | +49.2% |
| 3Y | +149.6% | +20.7% | +128.9% | +120.1% |
| 5Y | +142.6% | +62.1% | +80.4% | +89.2% |
| All | +755.6% | +414.5% | +341.0% | +367.2% |
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