+18.7%
DHI vs ROIV
+223.6%
-205.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.1% |
| 7D | -6.1% | +19.0% | -25.1% | -8.8% |
| 30D | -10.1% | +16.1% | -26.2% | -12.4% |
| 3M | -7.3% | +44.1% | -51.4% | -13.2% |
| 6M | -6.1% | +37.8% | -44.0% | -11.7% |
| YTD | -5.0% | +88.7% | -93.7% | -15.4% |
| 1Y | -22.1% | +197.3% | -219.4% | -36.8% |
| All | +18.7% | +223.6% | -205.0% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling