-52.3%
TEAM vs DHI
+61.2%
-113.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.7% |
| 7D | -5.2% | -3.4% | -1.8% | -3.7% |
| 30D | +15.8% | -5.4% | +21.2% | +18.5% |
| 3M | +101.5% | -10.4% | +111.9% | +110.6% |
| 6M | +138.2% | -2.8% | +140.9% | +136.2% |
| YTD | +10.8% | -3.4% | +14.2% | +8.9% |
| 1Y | +1.7% | -22.9% | +24.6% | +11.1% |
| 3Y | -16.0% | +20.7% | -36.7% | -38.3% |
| All | -52.3% | +61.2% | -113.5% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling