-24.1%
OPEN vs DHI
+19.0%
-43.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.2% | -4.5% |
| 7D | -10.5% | -6.1% | -4.4% | -5.4% |
| 30D | -21.8% | -10.1% | -11.7% | -13.9% |
| 3M | -37.5% | -7.3% | -30.2% | -33.8% |
| 6M | -44.1% | -6.1% | -38.0% | -42.3% |
| YTD | -52.0% | -5.0% | -46.9% | -51.3% |
| 1Y | -52.2% | -22.1% | -30.1% | -41.7% |
| All | -24.1% | +19.0% | -43.1% | -42.6% |
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