+287.4%
NET vs DHI
+39.2%
+248.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.4% | -8.7% | -8.3% |
| 7D | -21.2% | +7.6% | -28.8% | -21.2% |
| 30D | -31.1% | +15.3% | -46.4% | -31.2% |
| 3M | -16.5% | +4.4% | -20.9% | -16.5% |
| 6M | 0.0% | +8.3% | -8.2% | -0.1% |
| YTD | +24.0% | +10.4% | +13.6% | +23.3% |
| 1Y | +7.0% | +9.8% | -2.8% | +6.4% |
| All | +287.4% | +39.2% | +248.2% | +162.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling