+12,501.5%
DHI vs TROW
+10,790.7%
+1,710.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.3% |
| 7D | -3.4% | -3.2% | -0.2% | -1.9% |
| 30D | -5.4% | -4.6% | -0.8% | -3.2% |
| 3M | -10.4% | -0.7% | -9.8% | -10.4% |
| 6M | -2.8% | +22.2% | -25.0% | -12.1% |
| YTD | -3.4% | +6.6% | -10.0% | -7.2% |
| 1Y | -22.9% | +5.8% | -28.7% | -25.8% |
| 3Y | +20.7% | +11.6% | +9.1% | +11.7% |
| 5Y | +62.1% | -38.9% | +101.1% | +97.6% |
| 10Y | +410.4% | +128.5% | +281.9% | +216.0% |
| All | +12,501.5% | +10,790.7% | +1,710.8% | +3,563.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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