+104.6%
HUT vs DHI
+61.2%
+43.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +7.8% |
| 7D | +5.4% | -3.4% | +8.8% | +7.6% |
| 30D | +8.6% | -5.4% | +14.1% | +11.7% |
| 3M | -15.2% | -10.4% | -4.8% | -11.4% |
| 6M | +92.9% | -2.8% | +95.6% | +92.3% |
| YTD | +114.6% | -3.4% | +118.0% | +112.4% |
| 1Y | +208.5% | -22.9% | +231.4% | +246.2% |
| 3Y | +821.5% | +20.7% | +800.8% | +531.7% |
| All | +104.6% | +61.2% | +43.3% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling