+205.8%
RSP vs DHI
+414.5%
-208.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -1.9% | -3.4% | +1.5% | -0.9% |
| 30D | -2.8% | -5.4% | +2.6% | -1.3% |
| 3M | +2.8% | -10.4% | +13.3% | +5.8% |
| 6M | +10.2% | -2.8% | +13.0% | +10.2% |
| YTD | +13.1% | -3.4% | +16.5% | +12.8% |
| 1Y | +14.8% | -22.9% | +37.7% | +22.1% |
| 3Y | +52.6% | +20.7% | +31.9% | +35.6% |
| 5Y | +51.6% | +62.1% | -10.5% | +18.2% |
| All | +205.8% | +414.5% | -208.7% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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