+1.9%
DHR vs DOCS
-19.3%
+21.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.6% |
| 7D | +0.2% | -4.2% | +4.3% | +0.6% |
| 30D | +6.4% | +8.6% | -2.3% | +5.5% |
| 3M | +13.6% | +27.2% | -13.6% | +10.9% |
| 6M | +41.9% | +26.5% | +15.4% | +37.2% |
| YTD | +3.4% | -25.0% | +28.4% | +4.6% |
| 1Y | +9.9% | -37.0% | +46.8% | +12.8% |
| 3Y | +21.6% | +39.4% | -17.8% | +11.1% |
| 5Y | -10.6% | -56.7% | +46.1% | -14.7% |
| All | +1.9% | -19.3% | +21.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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