-29.4%
NOW vs DHI
-21.2%
-8.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +1.1% |
| 7D | -6.2% | -3.4% | -2.8% | -6.3% |
| 30D | +6.1% | -5.4% | +11.5% | +5.8% |
| 3M | +28.6% | -10.4% | +39.0% | +27.1% |
| 6M | +14.6% | -2.8% | +17.4% | +13.4% |
| YTD | -13.5% | -3.4% | -10.1% | -14.6% |
| 1Y | -29.4% | -22.9% | -6.5% | -30.1% |
| All | -29.4% | -21.2% | -8.2% | -30.1% |
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