+408.0%
META vs DHI
+414.5%
-6.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | 0.0% |
| 7D | +5.1% | -3.4% | +8.5% | +6.2% |
| 30D | +12.0% | -5.4% | +17.4% | +13.8% |
| 3M | +14.1% | -10.4% | +24.6% | +17.5% |
| 6M | -0.9% | -2.8% | +1.9% | -1.0% |
| YTD | -1.7% | -3.4% | +1.8% | -2.2% |
| 1Y | -13.4% | -22.9% | +9.5% | -8.1% |
| 3Y | +112.6% | +20.7% | +91.9% | +84.6% |
| 5Y | +72.6% | +62.1% | +10.5% | +32.4% |
| All | +408.0% | +414.5% | -6.5% | +179.0% |
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