-74.2%
OPEN vs DHI
+154.6%
-228.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.9% |
| 7D | -11.4% | -3.4% | -8.0% | -8.5% |
| 30D | -20.1% | -5.4% | -14.6% | -15.6% |
| 3M | -37.6% | -10.4% | -27.1% | -31.4% |
| 6M | -47.1% | -2.8% | -44.3% | -46.8% |
| YTD | -52.1% | -3.4% | -48.7% | -52.0% |
| 1Y | -73.5% | -22.9% | -50.6% | -67.6% |
| 3Y | -24.4% | +20.7% | -45.1% | -39.9% |
| 5Y | -85.1% | +62.1% | -147.3% | -91.2% |
| All | -74.2% | +154.6% | -228.8% | -87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling