+7,209.7%
DHI vs RY
+11,485.5%
-4,275.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.5% |
| 7D | -2.0% | +2.7% | -4.7% | -3.8% |
| 30D | -8.3% | -1.0% | -7.3% | -7.8% |
| 3M | -3.7% | +7.6% | -11.4% | -8.6% |
| 6M | -5.4% | +29.5% | -34.9% | -20.8% |
| YTD | -3.0% | +24.2% | -27.2% | -16.7% |
| 1Y | -23.8% | +46.4% | -70.2% | -41.6% |
| 3Y | +21.8% | +159.4% | -137.6% | -37.6% |
| 5Y | +59.6% | +141.8% | -82.2% | -14.9% |
| 10Y | +391.2% | +373.9% | +17.3% | +65.0% |
| All | +7,209.7% | +11,485.5% | -4,275.8% | +540.5% |
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