+8.2%
NOW vs DHI
+19.0%
-10.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.3% |
| 7D | -9.9% | -6.1% | -3.8% | -9.4% |
| 30D | +2.8% | -10.1% | +12.9% | +3.7% |
| 3M | +23.7% | -7.3% | +31.0% | +24.2% |
| 6M | +12.5% | -6.1% | +18.6% | +12.4% |
| YTD | -14.4% | -5.0% | -9.3% | -14.9% |
| 1Y | -29.0% | -22.1% | -6.9% | -27.6% |
| All | +8.2% | +19.0% | -10.8% | -4.5% |
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