+8,415.2%
DHI vs RMD
+35,419.0%
-27,003.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.4% |
| 7D | -6.1% | -4.2% | -1.9% | -5.1% |
| 30D | -10.1% | -2.1% | -8.0% | -9.6% |
| 3M | -7.3% | +13.8% | -21.1% | -10.5% |
| 6M | -6.1% | -10.6% | +4.5% | -3.8% |
| YTD | -5.0% | -8.1% | +3.1% | -3.5% |
| 1Y | -22.1% | -18.0% | -4.1% | -18.6% |
| 3Y | +19.2% | +52.9% | -33.6% | +4.6% |
| 5Y | +59.4% | -22.3% | +81.7% | +63.8% |
| 10Y | +401.8% | +274.8% | +127.1% | +243.8% |
| All | +8,415.2% | +35,419.0% | -27,003.8% | +2,894.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling