-10.3%
DHR vs DOC
-22.1%
+11.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.4% | -3.6% |
| 7D | -4.5% | +6.2% | -10.7% | -6.6% |
| 30D | +5.0% | +6.5% | -1.5% | +2.5% |
| 3M | +13.6% | -6.2% | +19.8% | +16.0% |
| 6M | +30.1% | +25.6% | +4.5% | +18.1% |
| YTD | -0.5% | +32.1% | -32.6% | -12.1% |
| 1Y | +7.4% | +20.3% | -12.8% | -1.2% |
| 3Y | +16.4% | +42.7% | -26.3% | -2.5% |
| 5Y | -10.3% | -22.2% | +11.8% | -2.1% |
| All | -10.3% | -22.1% | +11.7% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling