-11.6%
DHR vs DOCS
-51.8%
+40.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +1.9% |
| 7D | -0.9% | -0.8% | -0.1% | -0.8% |
| 30D | +5.4% | +17.4% | -12.0% | +3.6% |
| 3M | +15.3% | +57.4% | -42.0% | +9.2% |
| 6M | +32.1% | +26.5% | +5.6% | +27.3% |
| YTD | +1.2% | -26.6% | +27.8% | +2.9% |
| 1Y | +10.1% | -48.1% | +58.2% | +15.9% |
| 3Y | +19.9% | +52.6% | -32.8% | +5.3% |
| All | -11.6% | -51.8% | +40.3% | -15.8% |
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