+248.5%
DHR vs DRI
+330.2%
-81.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.3% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +4.2% | +10.8% | -6.7% | +2.2% |
| 3M | +13.0% | +0.9% | +12.1% | +12.6% |
| 6M | +40.2% | +16.3% | +23.9% | +35.9% |
| YTD | +2.0% | +27.8% | -25.8% | -3.0% |
| 1Y | +6.6% | +33.9% | -27.3% | +0.4% |
| 3Y | +19.9% | +67.2% | -47.3% | +7.9% |
| 5Y | -11.7% | +79.0% | -90.7% | -22.2% |
| All | +248.5% | +330.2% | -81.7% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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