+57.3%
LLY vs DHI
+9.6%
+47.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.1% | -7.5% | -0.6% |
| 7D | +10.1% | +9.8% | +0.3% | +8.4% |
| 30D | +24.0% | +17.8% | +6.2% | +20.9% |
| 3M | +27.3% | +4.7% | +22.6% | +25.8% |
| 6M | +47.0% | +10.0% | +36.9% | +44.3% |
| YTD | +32.6% | +10.0% | +22.6% | +31.0% |
| 1Y | +57.3% | +9.1% | +48.2% | +57.3% |
| All | +57.3% | +9.6% | +47.7% | +57.3% |
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