+404.6%
DHI vs RRC
+4.9%
+399.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.8% |
| 7D | -3.4% | -1.8% | -1.6% | -3.3% |
| 30D | -5.4% | +2.7% | -8.1% | -5.7% |
| 3M | -10.4% | +8.8% | -19.3% | -11.2% |
| 6M | -2.8% | -1.2% | -1.6% | -3.0% |
| YTD | -3.4% | +17.6% | -21.0% | -5.2% |
| 1Y | -22.9% | +18.4% | -41.3% | -24.5% |
| 3Y | +20.7% | +33.1% | -12.4% | +15.8% |
| 5Y | +62.1% | +148.2% | -86.0% | +45.0% |
| All | +404.6% | +4.9% | +399.7% | +353.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling