+1,029.4%
MDB vs DHI
+267.9%
+761.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.8% |
| 7D | -1.8% | -3.4% | +1.6% | -0.4% |
| 30D | -17.3% | -5.4% | -11.8% | -15.4% |
| 3M | +2.2% | -10.4% | +12.6% | +6.0% |
| 6M | +33.9% | -2.8% | +36.6% | +32.8% |
| YTD | -13.7% | -3.4% | -10.3% | -15.0% |
| 1Y | +9.1% | -22.9% | +32.0% | +17.8% |
| 3Y | -8.1% | +20.7% | -28.8% | -25.8% |
| 5Y | -25.9% | +62.1% | -88.0% | -48.7% |
| All | +1,029.4% | +267.9% | +761.5% | +434.6% |
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 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