+92.9%
QQQ vs DHI
+21.1%
+71.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | -0.6% | -3.4% | +2.8% | -0.1% |
| 30D | -1.2% | -5.4% | +4.2% | -0.5% |
| 3M | -0.2% | -10.4% | +10.2% | +1.1% |
| 6M | +17.9% | -2.8% | +20.7% | +17.8% |
| YTD | +16.6% | -3.4% | +20.1% | +16.3% |
| 1Y | +23.0% | -22.9% | +45.9% | +26.4% |
| 3Y | +92.9% | +20.7% | +72.3% | +73.5% |
| All | +92.9% | +21.1% | +71.9% | +73.5% |
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