+203.8%
DHR vs BEN
+56.6%
+147.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | -3.1% | -0.5% | -2.8% |
| 30D | -2.7% | +0.2% | -2.9% | -2.8% |
| 3M | +10.9% | +6.8% | +4.1% | +8.5% |
| 6M | +3.0% | +38.1% | -35.1% | -6.7% |
| YTD | -12.2% | +44.3% | -56.6% | -21.6% |
| 1Y | +3.3% | +42.6% | -39.3% | -7.7% |
| 3Y | -8.2% | +52.3% | -60.5% | -21.0% |
| 5Y | -29.9% | +37.6% | -67.5% | -39.4% |
| All | +203.8% | +56.6% | +147.1% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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