+302.0%
TRV vs DHI
+414.5%
-112.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.7% |
| 7D | +1.9% | -3.4% | +5.3% | +2.7% |
| 30D | +1.7% | -5.4% | +7.1% | +2.9% |
| 3M | +23.9% | -10.4% | +34.3% | +26.5% |
| 6M | +26.3% | -2.8% | +29.0% | +26.1% |
| YTD | +30.8% | -3.4% | +34.2% | +30.4% |
| 1Y | +36.3% | -22.9% | +59.2% | +42.7% |
| 3Y | +145.0% | +20.7% | +124.3% | +122.8% |
| 5Y | +163.9% | +62.1% | +101.7% | +113.5% |
| All | +302.0% | +414.5% | -112.5% | +125.4% |
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