+7,608.5%
DHI vs RY
+11,185.2%
-3,576.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.9% |
| 7D | -4.1% | +0.6% | -4.7% | -4.4% |
| 30D | +9.3% | +5.0% | +4.2% | +5.8% |
| 3M | -2.6% | -5.3% | +2.8% | +1.2% |
| 6M | +4.1% | +13.8% | -9.7% | -4.8% |
| YTD | +2.3% | +21.0% | -18.7% | -10.5% |
| 1Y | +2.7% | +40.5% | -37.7% | -18.8% |
| 3Y | +23.2% | +159.7% | -136.5% | -36.9% |
| 5Y | +57.3% | +124.3% | -67.0% | -11.5% |
| 10Y | +497.8% | +351.6% | +146.2% | +107.7% |
| All | +7,608.5% | +11,185.2% | -3,576.7% | +588.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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