+12,289.5%
DHI vs RIO
+4,590.1%
+7,699.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.2% | +1.8% | -1.0% |
| 7D | -6.1% | -3.4% | -2.8% | -5.1% |
| 30D | -10.1% | +0.6% | -10.7% | -10.3% |
| 3M | -7.3% | +2.5% | -9.9% | -8.4% |
| 6M | -6.1% | +10.8% | -16.9% | -9.7% |
| YTD | -5.0% | +30.5% | -35.5% | -14.0% |
| 1Y | -22.1% | +68.1% | -90.2% | -35.3% |
| 3Y | +19.2% | +94.0% | -74.8% | -6.4% |
| 5Y | +59.4% | +92.0% | -32.6% | +21.6% |
| 10Y | +401.8% | +589.0% | -187.2% | +140.5% |
| All | +12,289.5% | +4,590.1% | +7,699.4% | +2,707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling