+1,870.0%
TFC vs DHI
+12,289.5%
-10,419.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.0% |
| 7D | -2.5% | -6.1% | +3.6% | -0.8% |
| 30D | -2.8% | -10.1% | +7.3% | 0.0% |
| 3M | +2.1% | -7.3% | +9.5% | +3.9% |
| 6M | +10.1% | -6.1% | +16.2% | +11.4% |
| YTD | +5.4% | -5.0% | +10.5% | +6.0% |
| 1Y | +16.3% | -22.1% | +38.4% | +23.1% |
| 3Y | +95.9% | +19.2% | +76.6% | +79.7% |
| 5Y | +16.0% | +59.4% | -43.4% | -4.3% |
| 10Y | +97.9% | +401.8% | -303.9% | +14.6% |
| All | +1,870.0% | +12,289.5% | -10,419.5% | +491.1% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling