-11.6%
DHR vs DOC
-21.4%
+9.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | -0.9% | +6.5% | -7.3% | -3.1% |
| 30D | +5.4% | +9.2% | -3.8% | +1.9% |
| 3M | +15.3% | -2.5% | +17.8% | +16.2% |
| 6M | +32.1% | +7.1% | +25.1% | +28.2% |
| YTD | +1.2% | +33.0% | -31.8% | -10.8% |
| 1Y | +10.1% | +23.3% | -13.2% | +0.2% |
| 3Y | +19.9% | +44.9% | -25.1% | -0.3% |
| All | -11.6% | -21.4% | +9.9% | -3.5% |
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