+14,575.3%
TER vs DHI
+12,596.5%
+1,978.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +12.4% | -2.3% | +14.7% | +13.2% |
| 30D | +5.1% | -5.3% | +10.4% | +6.7% |
| 3M | +4.0% | -7.8% | +11.7% | +6.1% |
| 6M | +29.5% | -5.4% | +34.9% | +31.7% |
| YTD | +98.5% | -2.7% | +101.1% | +99.0% |
| 1Y | +234.1% | -21.0% | +255.0% | +256.3% |
| 3Y | +289.0% | +22.2% | +266.8% | +247.4% |
| 5Y | +228.2% | +62.2% | +166.0% | +165.3% |
| 10Y | +1,895.7% | +414.3% | +1,481.4% | +959.5% |
| All | +14,575.3% | +12,596.5% | +1,978.7% | +3,311.7% |
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 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