+235.1%
LHX vs DHI
+419.1%
-184.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.2% |
| 7D | -2.9% | -2.3% | -0.6% | -2.5% |
| 30D | -14.3% | -6.3% | -8.0% | -13.2% |
| 3M | -18.7% | -9.3% | -9.5% | -17.4% |
| 6M | -30.0% | -0.2% | -29.9% | -30.5% |
| YTD | -14.2% | -2.3% | -11.8% | -14.6% |
| 1Y | -9.4% | -20.7% | +11.3% | -6.0% |
| 3Y | +53.7% | +24.9% | +28.8% | +39.2% |
| 5Y | +21.2% | +67.1% | -45.9% | -1.3% |
| 10Y | +235.1% | +417.9% | -182.8% | +90.4% |
| All | +235.1% | +419.1% | -184.0% | +90.4% |
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 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