+404.6%
DHI vs RMD
+274.3%
+130.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -3.4% | -4.4% | +1.0% | -1.9% |
| 30D | -5.4% | -3.1% | -2.3% | -4.4% |
| 3M | -10.4% | +13.8% | -24.2% | -14.7% |
| 6M | -2.8% | -8.6% | +5.8% | -0.3% |
| YTD | -3.4% | -8.6% | +5.2% | -1.2% |
| 1Y | -22.9% | -19.7% | -3.2% | -17.6% |
| 3Y | +20.7% | +48.4% | -27.7% | +0.8% |
| 5Y | +62.1% | -22.7% | +84.9% | +66.8% |
| All | +404.6% | +274.3% | +130.3% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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