+210.9%
DHR vs DAR
+383.2%
-172.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | -2.2% | +7.4% | -9.6% | -3.7% |
| 3M | +9.0% | +15.7% | -6.7% | +5.4% |
| 6M | +3.5% | +30.0% | -26.5% | -2.6% |
| YTD | -10.1% | +87.5% | -97.7% | -21.7% |
| 1Y | +6.2% | +113.4% | -107.2% | -10.3% |
| 3Y | -5.4% | +15.3% | -20.7% | -11.9% |
| 5Y | -27.9% | -4.3% | -23.6% | -31.8% |
| All | +210.9% | +383.2% | -172.3% | +83.5% |
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