+34.3%
TRV vs DHI
-16.9%
+51.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -0.1% | -3.1% | +3.0% | +0.2% |
| 30D | -3.4% | -5.5% | +2.0% | -2.8% |
| 3M | +26.4% | -2.2% | +28.6% | +26.2% |
| 6M | +19.3% | -6.0% | +25.3% | +19.7% |
| YTD | +28.3% | 0.0% | +28.3% | +27.3% |
| 1Y | +34.3% | -18.2% | +52.5% | +36.6% |
| All | +34.3% | -16.9% | +51.2% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling