+81.3%
USB vs DHI
+494.1%
-412.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +2.6% | -4.1% | +6.7% | +3.9% |
| 30D | +8.4% | +9.3% | -0.9% | +5.3% |
| 3M | -5.5% | -2.6% | -3.0% | -5.2% |
| 6M | +17.7% | +4.1% | +13.6% | +15.2% |
| YTD | +17.6% | +2.3% | +15.3% | +14.8% |
| 1Y | +33.9% | +2.7% | +31.1% | +30.4% |
| 3Y | +103.8% | +23.2% | +80.6% | +81.1% |
| 5Y | +25.6% | +57.3% | -31.7% | 0.0% |
| All | +81.3% | +494.1% | -412.8% | -9.3% |
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