-97.4%
DH price history and return analytics
+63.2%
-160.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -6.3% |
| 7D | -0.9% | +0.4% | -1.3% | -1.3% |
| 30D | +14.3% | -2.6% | +16.9% | +18.8% |
| 3M | +56.9% | -3.2% | +60.1% | +64.0% |
| 6M | +17.5% | +0.9% | +16.6% | +15.5% |
| YTD | -61.0% | +11.3% | -72.3% | -66.9% |
| 1Y | -61.8% | +14.0% | -75.8% | -68.8% |
| 3Y | -83.8% | +75.8% | -159.7% | -93.3% |
| 5Y | -97.2% | +57.8% | -155.0% | -98.5% |
| All | -97.4% | +63.2% | -160.6% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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