+249.6%
DHR vs DOC
+15.7%
+233.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | -0.9% | +6.5% | -7.3% | -2.7% |
| 30D | +5.4% | +9.2% | -3.8% | +2.5% |
| 3M | +15.3% | -2.5% | +17.8% | +16.0% |
| 6M | +32.1% | +7.1% | +25.1% | +28.9% |
| YTD | +1.2% | +33.0% | -31.8% | -8.5% |
| 1Y | +10.1% | +23.3% | -13.2% | +1.9% |
| 3Y | +19.9% | +44.9% | -25.1% | +4.6% |
| 5Y | -8.8% | -21.6% | +12.8% | -5.5% |
| All | +249.6% | +15.7% | +233.9% | +221.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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