+92.8%
ORCL vs DHI
+60.5%
+32.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.6% |
| 7D | +10.9% | -2.3% | +13.2% | +11.3% |
| 30D | +7.0% | -5.3% | +12.3% | +7.9% |
| 3M | -21.2% | -7.8% | -13.4% | -20.4% |
| 6M | +7.4% | -5.4% | +12.8% | +7.6% |
| YTD | -16.3% | -2.7% | -13.6% | -16.8% |
| 1Y | -32.3% | -21.0% | -11.4% | -30.2% |
| 3Y | +32.6% | +22.2% | +10.4% | +15.3% |
| All | +92.8% | +60.5% | +32.3% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling