-38.7%
NOW vs DHI
+9.6%
-48.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.1% | -8.4% | +0.1% |
| 7D | -27.5% | +9.8% | -37.3% | -27.1% |
| 30D | -20.0% | +17.8% | -37.9% | -19.6% |
| 3M | -7.9% | +4.7% | -12.6% | -8.2% |
| 6M | +18.3% | +10.0% | +8.3% | +18.4% |
| YTD | -29.0% | +10.0% | -38.9% | -29.5% |
| 1Y | -38.7% | +9.1% | -47.8% | -40.2% |
| All | -38.7% | +9.6% | -48.3% | -40.2% |
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