+8,313.4%
PWR vs DHI
+3,139.9%
+5,173.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.5% |
| 7D | -0.2% | -6.1% | +5.9% | +1.9% |
| 30D | -7.7% | -10.1% | +2.4% | -4.6% |
| 3M | -4.9% | -7.3% | +2.4% | -3.3% |
| 6M | +9.7% | -6.1% | +15.9% | +10.8% |
| YTD | +46.7% | -5.0% | +51.7% | +46.5% |
| 1Y | +58.7% | -22.1% | +80.8% | +68.6% |
| 3Y | +200.7% | +19.2% | +181.5% | +164.9% |
| 5Y | +438.6% | +59.4% | +379.1% | +316.8% |
| 10Y | +2,392.1% | +401.8% | +1,990.3% | +1,113.9% |
| All | +8,313.4% | +3,139.9% | +5,173.5% | +1,503.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling