+404.6%
DHI vs RUN
+42.2%
+362.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -3.4% | -3.7% | +0.3% | -2.9% |
| 30D | -5.4% | -13.0% | +7.6% | -3.5% |
| 3M | -10.4% | -31.8% | +21.3% | -5.5% |
| 6M | -2.8% | -32.2% | +29.5% | +2.0% |
| YTD | -3.4% | -53.5% | +50.1% | +5.0% |
| 1Y | -22.9% | -46.5% | +23.6% | -19.3% |
| 3Y | +20.7% | -37.6% | +58.3% | +3.0% |
| 5Y | +62.1% | -80.9% | +143.0% | +56.4% |
| All | +404.6% | +42.2% | +362.4% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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