+1,311.8%
DHR vs BIL
+30.4%
+1,281.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.4% |
| 7D | -3.9% | +0.1% | -4.0% | -3.4% |
| 30D | +4.0% | +0.3% | +3.7% | +5.8% |
| 3M | +11.5% | +0.9% | +10.5% | +17.1% |
| 6M | +1.9% | +1.8% | 0.0% | +12.1% |
| YTD | -8.9% | +2.4% | -11.4% | +3.5% |
| 1Y | +5.1% | +3.7% | +1.4% | +27.4% |
| 3Y | -10.3% | +14.2% | -24.5% | +77.3% |
| 5Y | -27.8% | +19.4% | -47.2% | +79.7% |
| 10Y | +203.6% | +25.2% | +178.4% | +879.2% |
| All | +1,311.8% | +30.4% | +1,281.5% | +4,861.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling