+54,250.4%
DHR vs CRS
+9,808.6%
+44,441.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.4% | -0.4% |
| 7D | -0.8% | -3.1% | +2.2% | -0.2% |
| 30D | +0.2% | -19.6% | +19.8% | +4.7% |
| 3M | +12.1% | -8.1% | +20.1% | +13.0% |
| 6M | +5.4% | +18.6% | -13.1% | +0.3% |
| YTD | -10.0% | +45.9% | -55.8% | -18.4% |
| 1Y | +4.1% | +82.5% | -78.4% | -10.7% |
| 3Y | -5.2% | +648.9% | -654.1% | -41.9% |
| 5Y | -28.2% | +1,438.1% | -1,466.4% | -63.9% |
| 10Y | +208.4% | +1,327.0% | -1,118.6% | +35.9% |
| All | +54,250.4% | +9,808.6% | +44,441.7% | +11,543.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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