+249.8%
DHR vs DAR
+311.7%
-61.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | +0.2% |
| 7D | +1.2% | +11.6% | -10.4% | -0.9% |
| 30D | +3.7% | -10.2% | +14.0% | +5.7% |
| 3M | +14.5% | -14.8% | +29.3% | +17.5% |
| 6M | +40.9% | -10.1% | +51.0% | +42.5% |
| YTD | +2.4% | +55.5% | -53.1% | -7.8% |
| 1Y | +6.1% | +61.7% | -55.6% | -5.3% |
| 3Y | +21.0% | +37.2% | -16.2% | +7.9% |
| 5Y | -11.4% | -26.9% | +15.5% | -11.6% |
| All | +249.8% | +311.7% | -61.9% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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