+27.4%
WMT vs DHI
+9.6%
+17.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.1% | -4.6% | +1.9% |
| 7D | +8.8% | +9.8% | -1.0% | +6.9% |
| 30D | +22.9% | +17.8% | +5.1% | +19.4% |
| 3M | +16.1% | +4.7% | +11.4% | +14.7% |
| 6M | -0.5% | +10.0% | -10.5% | -2.4% |
| YTD | +16.7% | +10.0% | +6.7% | +14.6% |
| 1Y | +27.4% | +9.1% | +18.2% | +25.5% |
| All | +27.4% | +9.6% | +17.7% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling