+15,498.3%
DHR vs DRI
+8,033.5%
+7,464.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.2% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +4.2% | +10.8% | -6.7% | +1.9% |
| 3M | +13.0% | +0.9% | +12.1% | +12.5% |
| 6M | +40.2% | +16.3% | +23.9% | +35.1% |
| YTD | +2.0% | +27.8% | -25.8% | -3.9% |
| 1Y | +6.6% | +33.9% | -27.3% | -0.7% |
| 3Y | +19.9% | +67.2% | -47.3% | +5.5% |
| 5Y | -11.7% | +79.0% | -90.7% | -24.1% |
| 10Y | +240.6% | +332.2% | -91.6% | +120.9% |
| All | +15,498.3% | +8,033.5% | +7,464.8% | +5,515.5% |
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