+1,502.6%
DHR vs BIL
+30.8%
+1,471.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.6% |
| 30D | +6.4% | 0.0% | +6.4% | +6.4% |
| 3M | +13.6% | +0.6% | +13.0% | +17.3% |
| 6M | +41.9% | +1.5% | +40.3% | +53.5% |
| YTD | +3.4% | +2.8% | +0.6% | +19.6% |
| 1Y | +9.9% | +3.3% | +6.5% | +30.6% |
| 3Y | +21.6% | +13.4% | +8.1% | +132.4% |
| 5Y | -10.6% | +19.8% | -30.4% | +126.7% |
| 10Y | +245.2% | +25.7% | +219.5% | +1,037.6% |
| All | +1,502.6% | +30.8% | +1,471.8% | +5,636.0% |
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