+2,863.0%
V vs DHI
+1,021.8%
+1,841.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.6% |
| 7D | -3.0% | -6.1% | +3.1% | -1.5% |
| 30D | +1.2% | -10.1% | +11.3% | +3.9% |
| 3M | +13.9% | -7.3% | +21.2% | +15.6% |
| 6M | +17.2% | -6.1% | +23.4% | +18.0% |
| YTD | +5.3% | -5.0% | +10.4% | +5.2% |
| 1Y | +9.5% | -22.1% | +31.6% | +14.7% |
| 3Y | +51.9% | +19.2% | +32.7% | +37.2% |
| 5Y | +69.6% | +59.4% | +10.2% | +38.0% |
| 10Y | +384.5% | +401.8% | -17.3% | +175.1% |
| All | +2,863.0% | +1,021.8% | +1,841.2% | +1,014.8% |
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