+503.7%
DHI vs DOC
+23.6%
+480.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | -6.1% | +1.0% | -7.1% | -6.6% |
| 30D | +9.8% | +8.1% | +1.7% | +5.5% |
| 3M | -2.2% | +0.9% | -3.1% | -2.6% |
| 6M | +2.0% | +6.3% | -4.2% | -1.2% |
| YTD | +3.3% | +33.8% | -30.5% | -13.5% |
| 1Y | +1.5% | +21.6% | -20.1% | -10.3% |
| 3Y | +24.0% | +53.4% | -29.4% | -4.4% |
| 5Y | +61.2% | -21.0% | +82.2% | +77.0% |
| 10Y | +503.7% | +22.5% | +481.2% | +428.5% |
| All | +503.7% | +23.6% | +480.1% | +428.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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