+1,799.9%
DHR vs IAU
+875.8%
+924.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -3.9% | -0.5% | -3.4% | -3.9% |
| 30D | +4.0% | +4.4% | -0.4% | +3.7% |
| 3M | +11.5% | -1.1% | +12.5% | +11.6% |
| 6M | +1.9% | -13.7% | +15.6% | +2.8% |
| YTD | -8.9% | +2.7% | -11.6% | -9.3% |
| 1Y | +5.1% | +24.6% | -19.5% | +3.1% |
| 3Y | -10.3% | +126.8% | -137.1% | -16.2% |
| 5Y | -27.8% | +139.5% | -167.3% | -33.0% |
| 10Y | +203.6% | +226.3% | -22.6% | +178.2% |
| All | +1,799.9% | +875.8% | +924.1% | +1,424.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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