+328.9%
ORCL vs DHI
+414.5%
-85.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.1% |
| 7D | -5.4% | -3.4% | -1.9% | -4.7% |
| 30D | -2.0% | -5.4% | +3.5% | -0.9% |
| 3M | -18.1% | -10.4% | -7.6% | -16.5% |
| 6M | -7.2% | -2.8% | -4.5% | -7.4% |
| YTD | -22.2% | -3.4% | -18.7% | -22.5% |
| 1Y | -50.6% | -22.9% | -27.7% | -48.6% |
| 3Y | +22.9% | +20.7% | +2.2% | +10.3% |
| 5Y | +79.3% | +62.1% | +17.1% | +45.4% |
| All | +328.9% | +414.5% | -85.6% | +153.6% |
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 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