+70.3%
T vs DHI
+414.5%
-344.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.7% |
| 7D | +1.5% | -3.4% | +4.9% | +2.0% |
| 30D | +7.5% | -5.4% | +12.9% | +8.4% |
| 3M | +14.8% | -10.4% | +25.3% | +16.6% |
| 6M | -1.7% | -2.8% | +1.0% | -1.8% |
| YTD | +8.7% | -3.4% | +12.1% | +8.5% |
| 1Y | -7.5% | -22.9% | +15.4% | -4.4% |
| 3Y | +110.2% | +20.7% | +89.6% | +94.9% |
| 5Y | +71.6% | +62.1% | +9.5% | +45.0% |
| All | +70.3% | +414.5% | -344.3% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling