+203.8%
DHR vs HRB
+209.1%
-5.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -3.6% | -8.0% | +4.4% | -2.3% |
| 30D | -2.7% | -16.0% | +13.2% | 0.0% |
| 3M | +10.9% | +26.9% | -15.9% | +6.2% |
| 6M | +3.0% | +51.1% | -48.1% | -4.7% |
| YTD | -12.2% | +7.1% | -19.3% | -14.1% |
| 1Y | +3.3% | -9.6% | +12.9% | +3.9% |
| 3Y | -8.2% | +25.4% | -33.6% | -13.8% |
| 5Y | -29.9% | +114.9% | -144.8% | -40.1% |
| All | +203.8% | +209.1% | -5.4% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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