+63.2%
DHI vs RIO
+91.0%
-27.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | -3.4% | -3.2% | -0.2% | -2.6% |
| 30D | -5.4% | +0.9% | -6.4% | -5.7% |
| 3M | -10.4% | -1.4% | -9.0% | -10.3% |
| 6M | -2.8% | +10.9% | -13.7% | -5.8% |
| YTD | -3.4% | +31.2% | -34.6% | -11.0% |
| 1Y | -22.9% | +67.9% | -90.8% | -33.8% |
| 3Y | +20.7% | +88.8% | -68.1% | 0.0% |
| All | +63.2% | +91.0% | -27.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 5y: compounded portfolio wealth divided by compounded RIO 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…
5y analysis · Full analysis span regression · 6 months rolling