+404.6%
DHI vs RACE
+844.0%
-439.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.1% |
| 7D | -3.4% | +0.9% | -4.3% | -3.9% |
| 30D | -5.4% | +1.6% | -7.1% | -6.2% |
| 3M | -10.4% | +13.2% | -23.6% | -15.9% |
| 6M | -2.8% | +22.9% | -25.7% | -12.6% |
| YTD | -3.4% | +13.3% | -16.7% | -10.0% |
| 1Y | -22.9% | -12.7% | -10.2% | -19.2% |
| 3Y | +20.7% | +40.3% | -19.6% | -5.2% |
| 5Y | +62.1% | +96.5% | -34.4% | +4.6% |
| All | +404.6% | +844.0% | -439.4% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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