+218.5%
PWR vs DHI
+21.1%
+197.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.8% |
| 7D | +4.2% | -3.4% | +7.6% | +4.8% |
| 30D | -4.0% | -5.4% | +1.4% | -3.2% |
| 3M | -4.8% | -10.4% | +5.7% | -3.1% |
| 6M | +14.6% | -2.8% | +17.4% | +14.4% |
| YTD | +54.2% | -3.4% | +57.7% | +53.4% |
| 1Y | +67.1% | -22.9% | +90.0% | +74.3% |
| 3Y | +218.5% | +20.7% | +197.8% | +179.5% |
| All | +218.5% | +21.1% | +197.4% | +179.5% |
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 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