+330.3%
WM vs DHI
+494.1%
-163.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +3.2% | -4.1% | +7.3% | +3.9% |
| 30D | +13.0% | +9.3% | +3.7% | +11.3% |
| 3M | +9.2% | -2.6% | +11.8% | +9.5% |
| 6M | +13.6% | +4.1% | +9.6% | +12.3% |
| YTD | +12.4% | +2.3% | +10.1% | +10.9% |
| 1Y | +21.2% | +2.7% | +18.5% | +19.4% |
| 3Y | +48.7% | +23.2% | +25.5% | +37.4% |
| 5Y | +61.9% | +57.3% | +4.6% | +38.7% |
| All | +330.3% | +494.1% | -163.8% | +174.8% |
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 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