+203.8%
DHR vs EOG
+121.1%
+82.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | +1.5% | -5.1% | -3.8% |
| 30D | -2.7% | +2.9% | -5.7% | -3.1% |
| 3M | +10.9% | +8.7% | +2.2% | +9.7% |
| 6M | +3.0% | +12.9% | -9.9% | +1.2% |
| YTD | -12.2% | +43.8% | -56.0% | -16.3% |
| 1Y | +3.3% | +27.1% | -23.8% | -0.1% |
| 3Y | -8.2% | +25.9% | -34.1% | -11.6% |
| 5Y | -29.9% | +177.9% | -207.8% | -38.0% |
| All | +203.8% | +121.1% | +82.7% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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