+1.5%
CARR vs DHI
+21.1%
-19.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.8% |
| 7D | -3.8% | -3.4% | -0.4% | -2.4% |
| 30D | -8.9% | -5.4% | -3.5% | -7.0% |
| 3M | -17.3% | -10.4% | -6.9% | -13.8% |
| 6M | -1.4% | -2.8% | +1.4% | -0.8% |
| YTD | +10.0% | -3.4% | +13.4% | +10.7% |
| 1Y | -6.4% | -22.9% | +16.6% | +2.1% |
| 3Y | +1.5% | +20.7% | -19.1% | -16.4% |
| All | +1.5% | +21.1% | -19.5% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling