+57.4%
INTC vs DHI
+9.6%
+47.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.1% | -11.9% | -5.2% |
| 7D | -39.0% | +9.8% | -48.8% | -40.2% |
| 30D | -49.8% | +17.8% | -67.7% | -52.1% |
| 3M | -42.2% | +4.7% | -46.9% | -42.7% |
| 6M | -39.2% | +10.0% | -49.2% | -41.0% |
| YTD | +57.9% | +10.0% | +47.9% | +48.4% |
| 1Y | +57.4% | +9.1% | +48.2% | +50.9% |
| All | +57.4% | +9.6% | +47.7% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling