+32.4%
PWR vs DHI
+9.6%
+22.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +8.1% | -19.8% | -11.2% |
| 7D | -4.4% | +9.8% | -14.1% | -4.0% |
| 30D | -15.1% | +17.8% | -32.9% | -15.2% |
| 3M | -16.2% | +4.7% | -21.0% | -15.5% |
| 6M | -23.3% | +10.0% | -33.4% | -23.2% |
| YTD | +37.6% | +10.0% | +27.6% | +36.5% |
| 1Y | +32.4% | +9.1% | +23.3% | +30.3% |
| All | +32.4% | +9.6% | +22.8% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling