+13,827.5%
DHR vs DRI
+7,577.7%
+6,249.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | +4.0% | +3.8% | +0.2% | +3.1% |
| 3M | +11.5% | +13.0% | -1.5% | +8.5% |
| 6M | +1.9% | +8.3% | -6.5% | -0.2% |
| YTD | -8.9% | +20.6% | -29.5% | -13.0% |
| 1Y | +5.1% | +6.5% | -1.3% | +2.9% |
| 3Y | -10.3% | +53.7% | -64.0% | -19.5% |
| 5Y | -27.8% | +72.7% | -100.5% | -37.5% |
| 10Y | +203.6% | +363.2% | -159.5% | +93.9% |
| All | +13,827.5% | +7,577.7% | +6,249.9% | +4,986.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling