+20.7%
DHI vs RMD
+49.9%
-29.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -3.4% | -4.4% | +1.0% | -2.1% |
| 30D | -5.4% | -3.1% | -2.3% | -4.5% |
| 3M | -10.4% | +13.8% | -24.2% | -14.1% |
| 6M | -2.8% | -8.6% | +5.8% | -0.6% |
| YTD | -3.4% | -8.6% | +5.2% | -1.6% |
| 1Y | -22.9% | -19.7% | -3.2% | -18.5% |
| 3Y | +20.7% | +48.4% | -27.7% | +0.4% |
| All | +20.7% | +49.9% | -29.2% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling