+72.4%
UBER vs DHI
+244.1%
-171.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.9% |
| 7D | -5.4% | -3.4% | -2.0% | -4.0% |
| 30D | -4.9% | -5.4% | +0.5% | -2.7% |
| 3M | +3.0% | -10.4% | +13.5% | +7.6% |
| 6M | -4.4% | -2.8% | -1.6% | -4.2% |
| YTD | -12.3% | -3.4% | -8.9% | -12.8% |
| 1Y | -24.3% | -22.9% | -1.4% | -17.6% |
| 3Y | +46.4% | +20.7% | +25.8% | +19.7% |
| 5Y | +79.7% | +62.1% | +17.5% | +20.4% |
| All | +72.4% | +244.1% | -171.7% | -36.0% |
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