+252.8%
SPOT vs DHI
+256.7%
-3.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -3.1% | -3.4% | +0.3% | -2.2% |
| 30D | +7.4% | -5.4% | +12.8% | +9.0% |
| 3M | +8.2% | -10.4% | +18.6% | +11.0% |
| 6M | +2.2% | -2.8% | +5.0% | +2.0% |
| YTD | -9.5% | -3.4% | -6.1% | -9.9% |
| 1Y | -23.8% | -22.9% | -0.9% | -19.7% |
| 3Y | +233.5% | +20.7% | +212.8% | +190.2% |
| 5Y | +112.2% | +62.1% | +50.1% | +62.1% |
| All | +252.8% | +256.7% | -3.9% | +99.2% |
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