+9.1%
DHI vs THC
+46.1%
-37.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +9.6% | -1.5% | +6.3% |
| 7D | +9.8% | +8.8% | +0.9% | +8.1% |
| 30D | +17.8% | +12.6% | +5.2% | +15.4% |
| 3M | +4.7% | +15.4% | -10.6% | +2.1% |
| 6M | +10.0% | +57.7% | -47.6% | +1.8% |
| YTD | +10.0% | +47.1% | -37.1% | +3.7% |
| 1Y | +9.1% | +40.7% | -31.6% | +3.5% |
| All | +9.1% | +46.1% | -37.0% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1y: compounded portfolio wealth divided by compounded THC 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…
1y analysis · Full analysis span regression · 6 months rolling