-22.9%
DHI vs ROIV
+195.2%
-218.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | -3.4% | +16.9% | -20.3% | -4.6% |
| 30D | -5.4% | +12.9% | -18.3% | -6.4% |
| 3M | -10.4% | +37.3% | -47.7% | -13.6% |
| 6M | -2.8% | +38.0% | -40.8% | -7.0% |
| YTD | -3.4% | +88.1% | -91.5% | -8.0% |
| 1Y | -22.9% | +183.3% | -206.2% | -33.0% |
| All | -22.9% | +195.2% | -218.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling