+1,103.3%
RSP vs DHI
+1,487.9%
-384.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -1.8% | -2.3% | +0.5% | -1.2% |
| 30D | -2.5% | -5.3% | +2.7% | -1.2% |
| 3M | +3.0% | -7.8% | +10.8% | +4.9% |
| 6M | +8.9% | -5.4% | +14.3% | +9.7% |
| YTD | +13.0% | -2.7% | +15.6% | +12.6% |
| 1Y | +16.2% | -21.0% | +37.2% | +22.1% |
| 3Y | +52.7% | +22.2% | +30.5% | +38.1% |
| 5Y | +50.5% | +62.2% | -11.7% | +22.9% |
| 10Y | +209.8% | +414.3% | -204.4% | +75.0% |
| All | +1,103.3% | +1,487.9% | -384.6% | +278.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling