+54,250.4%
DHR vs HRB
+3,134.5%
+51,115.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.3% | +0.3% |
| 7D | -0.8% | -9.1% | +8.2% | +1.3% |
| 30D | +0.2% | +0.3% | 0.0% | -0.3% |
| 3M | +12.1% | +23.4% | -11.3% | +6.2% |
| 6M | +5.4% | +45.1% | -39.7% | -4.6% |
| YTD | -10.0% | +8.9% | -18.9% | -13.5% |
| 1Y | +4.1% | -7.9% | +12.0% | +3.8% |
| 3Y | -5.2% | +27.9% | -33.1% | -13.8% |
| 5Y | -28.2% | +108.3% | -136.6% | -42.9% |
| 10Y | +208.4% | +208.4% | 0.0% | +105.6% |
| All | +54,250.4% | +3,134.5% | +51,115.9% | +15,428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling