+107.3%
DHI vs ROIV
+295.0%
-187.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +18.8% | -21.7% | -5.1% |
| 7D | -2.0% | +20.2% | -22.2% | -4.3% |
| 30D | -8.3% | +14.1% | -22.5% | -10.0% |
| 3M | -3.7% | +45.6% | -49.3% | -8.2% |
| 6M | -5.4% | +44.1% | -49.5% | -9.8% |
| YTD | -3.0% | +91.2% | -94.1% | -10.8% |
| 1Y | -23.8% | +221.3% | -245.1% | -34.3% |
| 3Y | +21.8% | +229.2% | -207.4% | +3.2% |
| 5Y | +59.6% | +316.5% | -256.9% | +21.2% |
| All | +107.3% | +295.0% | -187.7% | +61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling