+295.2%
WBD vs DHI
+359.5%
-64.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | -0.7% | -3.4% | +2.7% | +0.1% |
| 30D | +1.4% | -5.4% | +6.8% | +2.8% |
| 3M | +4.4% | -10.4% | +14.8% | +6.9% |
| 6M | +0.8% | -2.8% | +3.6% | +0.6% |
| YTD | -2.7% | -3.4% | +0.7% | -3.2% |
| 1Y | +73.4% | -22.9% | +96.3% | +82.5% |
| 3Y | +142.1% | +20.7% | +121.5% | +122.8% |
| 5Y | +7.2% | +62.1% | -54.9% | -9.6% |
| 10Y | +14.2% | +410.4% | -396.2% | -31.7% |
| All | +295.2% | +359.5% | -64.2% | +81.4% |
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