+13,271.7%
GOOGL vs DHI
+705.4%
+12,566.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.2% |
| 7D | -2.8% | -6.1% | +3.3% | -1.4% |
| 30D | -3.2% | -10.1% | +6.9% | -0.8% |
| 3M | -6.6% | -7.3% | +0.7% | -5.3% |
| 6M | +8.5% | -6.1% | +14.6% | +9.4% |
| YTD | +6.5% | -5.0% | +11.5% | +6.7% |
| 1Y | +39.4% | -22.1% | +61.5% | +45.8% |
| 3Y | +146.2% | +19.2% | +127.0% | +125.2% |
| 5Y | +138.3% | +59.4% | +78.9% | +100.5% |
| 10Y | +751.7% | +401.8% | +349.8% | +424.7% |
| All | +13,271.7% | +705.4% | +12,566.3% | +5,589.4% |
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