+11.3%
SBUX vs DHI
+21.1%
-9.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | -5.5% | -3.4% | -2.1% | -4.8% |
| 30D | -8.5% | -5.4% | -3.0% | -7.4% |
| 3M | -2.9% | -10.4% | +7.5% | -0.9% |
| 6M | -1.5% | -2.8% | +1.2% | -1.7% |
| YTD | +19.4% | -3.4% | +22.8% | +18.9% |
| 1Y | +22.9% | -22.9% | +45.9% | +28.1% |
| 3Y | +11.3% | +20.7% | -9.4% | -1.3% |
| All | +11.3% | +21.1% | -9.8% | -1.3% |
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 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