+96.0%
MMM vs DHI
+19.0%
+77.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.2% |
| 7D | -3.2% | -6.1% | +2.9% | -1.5% |
| 30D | -10.7% | -10.1% | -0.6% | -8.1% |
| 3M | +4.3% | -7.3% | +11.6% | +6.2% |
| 6M | +5.9% | -6.1% | +12.0% | +7.1% |
| YTD | +3.2% | -5.0% | +8.2% | +3.7% |
| 1Y | +8.0% | -22.1% | +30.1% | +14.3% |
| All | +96.0% | +19.0% | +77.0% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling