+71.3%
V vs DHI
+61.2%
+10.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | -1.2% | -3.4% | +2.2% | -0.6% |
| 30D | +3.1% | -5.4% | +8.5% | +4.1% |
| 3M | +16.3% | -10.4% | +26.8% | +18.4% |
| 6M | +20.4% | -2.8% | +23.1% | +20.1% |
| YTD | +6.3% | -3.4% | +9.7% | +5.7% |
| 1Y | +8.7% | -22.9% | +31.6% | +13.0% |
| 3Y | +53.3% | +20.7% | +32.6% | +37.8% |
| All | +71.3% | +61.2% | +10.1% | +35.3% |
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 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