+746.4%
TEAM vs DHI
+386.5%
+359.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -4.7% | -2.3% | -2.3% | -3.7% |
| 30D | +17.0% | -5.3% | +22.3% | +19.4% |
| 3M | +85.9% | -7.8% | +93.7% | +91.1% |
| 6M | +116.7% | -5.4% | +122.0% | +118.1% |
| YTD | +9.6% | -2.7% | +12.3% | +8.1% |
| 1Y | -2.5% | -21.0% | +18.4% | +3.7% |
| 3Y | -14.0% | +22.2% | -36.2% | -27.8% |
| 5Y | -53.1% | +62.2% | -115.3% | -65.6% |
| 10Y | +502.9% | +414.3% | +88.6% | +138.9% |
| All | +746.4% | +386.5% | +359.9% | +274.8% |
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