+66.2%
PWR vs DHI
-16.9%
+83.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +0.8% |
| 7D | +3.6% | -3.1% | +6.8% | +3.9% |
| 30D | -8.6% | -5.5% | -3.1% | -8.1% |
| 3M | -13.2% | -2.2% | -11.0% | -13.2% |
| 6M | +9.9% | -6.0% | +15.8% | +9.5% |
| YTD | +48.0% | 0.0% | +48.0% | +46.9% |
| 1Y | +66.2% | -18.2% | +84.4% | +67.5% |
| All | +66.2% | -16.9% | +83.1% | +67.5% |
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