+4,830.4%
TRV vs DHI
+12,289.5%
-7,459.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +1.0% |
| 7D | -1.5% | -6.1% | +4.6% | -0.3% |
| 30D | -1.8% | -10.1% | +8.3% | +0.1% |
| 3M | +21.6% | -7.3% | +28.9% | +22.9% |
| 6M | +22.5% | -6.1% | +28.6% | +23.2% |
| YTD | +28.1% | -5.0% | +33.2% | +28.3% |
| 1Y | +37.0% | -22.1% | +59.1% | +42.2% |
| 3Y | +141.9% | +19.2% | +122.7% | +125.7% |
| 5Y | +158.5% | +59.4% | +99.1% | +121.8% |
| 10Y | +297.5% | +401.8% | -104.3% | +163.4% |
| All | +4,830.4% | +12,289.5% | -7,459.1% | +1,806.6% |
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 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