+252.1%
INTC vs DHI
+414.5%
-162.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.0% |
| 7D | +7.5% | -3.4% | +10.9% | +8.6% |
| 30D | +2.0% | -5.4% | +7.4% | +3.7% |
| 3M | -12.0% | -10.4% | -1.5% | -9.2% |
| 6M | +114.5% | -2.8% | +117.3% | +114.3% |
| YTD | +179.0% | -3.4% | +182.4% | +178.9% |
| 1Y | +318.3% | -22.9% | +341.2% | +349.0% |
| 3Y | +171.2% | +20.7% | +150.5% | +139.9% |
| 5Y | +107.6% | +62.1% | +45.4% | +60.3% |
| All | +252.1% | +414.5% | -162.4% | +77.5% |
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