+917.7%
TT vs DHI
+414.5%
+503.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | 0.0% |
| 7D | -1.2% | -3.4% | +2.2% | 0.0% |
| 30D | -7.3% | -5.4% | -1.9% | -5.6% |
| 3M | -3.6% | -10.4% | +6.8% | -0.2% |
| 6M | +2.8% | -2.8% | +5.6% | +3.0% |
| YTD | +14.5% | -3.4% | +17.9% | +14.5% |
| 1Y | +7.4% | -22.9% | +30.3% | +15.8% |
| 3Y | +116.2% | +20.7% | +95.5% | +87.8% |
| 5Y | +147.4% | +62.1% | +85.2% | +85.3% |
| All | +917.7% | +414.5% | +503.2% | +389.1% |
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 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