-10.3%
DHR vs DOCS
-54.0%
+43.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -3.2% |
| 7D | -4.5% | -1.3% | -3.2% | -4.4% |
| 30D | +5.0% | +19.4% | -14.4% | +3.0% |
| 3M | +13.6% | +53.4% | -39.8% | +7.8% |
| 6M | +30.1% | +28.8% | +1.4% | +25.1% |
| YTD | -0.5% | -25.1% | +24.5% | +0.9% |
| 1Y | +7.4% | -48.1% | +55.6% | +13.2% |
| 3Y | +16.4% | +51.4% | -35.0% | +2.4% |
| 5Y | -10.3% | -51.1% | +40.8% | -14.7% |
| All | -10.3% | -54.0% | +43.6% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling