+76.9%
SPY vs DHI
+21.1%
+55.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.6% |
| 7D | -0.8% | -3.4% | +2.6% | -0.3% |
| 30D | -1.1% | -5.4% | +4.4% | -0.3% |
| 3M | +3.9% | -10.4% | +14.3% | +5.3% |
| 6M | +13.6% | -2.8% | +16.4% | +13.5% |
| YTD | +12.7% | -3.4% | +16.1% | +12.4% |
| 1Y | +17.5% | -22.9% | +40.4% | +20.9% |
| 3Y | +76.9% | +20.7% | +56.2% | +60.6% |
| All | +76.9% | +21.1% | +55.8% | +60.6% |
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