-27.9%
DHR vs BIL
+19.4%
-47.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.2% |
| 30D | -2.2% | +0.3% | -2.4% | -1.1% |
| 3M | +9.0% | +0.9% | +8.1% | +12.9% |
| 6M | +3.5% | +1.8% | +1.7% | +11.2% |
| YTD | -10.1% | +2.5% | -12.6% | -1.2% |
| 1Y | +6.2% | +3.7% | +2.5% | +20.8% |
| 3Y | -5.4% | +14.1% | -19.4% | +17.1% |
| 5Y | -27.9% | +19.4% | -47.3% | -22.7% |
| All | -27.9% | +19.4% | -47.3% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 5y: compounded portfolio wealth divided by compounded BIL 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…
5y analysis · Full analysis span regression · 6 months rolling