+27.2%
MCHP vs DHI
+9.4%
+17.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +8.1% | -11.4% | -6.1% |
| 7D | -5.4% | +9.8% | -15.2% | -9.0% |
| 30D | -7.5% | +17.8% | -25.4% | -13.9% |
| 3M | -6.0% | +4.7% | -10.8% | -8.0% |
| 6M | -20.1% | +10.0% | -30.1% | -23.9% |
| YTD | +20.2% | +10.0% | +10.3% | +13.5% |
| All | +27.2% | +9.4% | +17.7% | +17.6% |
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