+32,030.7%
MSFT vs DHI
+12,596.5%
+19,434.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -1.0% | -2.3% | +1.3% | -0.6% |
| 30D | -2.7% | -5.3% | +2.6% | -1.8% |
| 3M | +22.1% | -7.8% | +29.9% | +23.4% |
| 6M | +20.6% | -5.4% | +25.9% | +21.0% |
| YTD | +2.3% | -2.7% | +5.0% | +1.8% |
| 1Y | -0.5% | -21.0% | +20.4% | +2.1% |
| 3Y | +50.5% | +22.2% | +28.3% | +40.2% |
| 5Y | +72.3% | +62.2% | +10.2% | +51.3% |
| 10Y | +885.0% | +414.3% | +470.7% | +597.9% |
| All | +32,030.7% | +12,596.5% | +19,434.1% | +15,299.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling