+245.2%
DHR vs IP
+22.3%
+222.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +0.2% | -2.8% | +2.9% | +1.0% |
| 30D | +6.4% | +9.2% | -2.8% | +3.6% |
| 3M | +13.6% | -16.1% | +29.8% | +19.2% |
| 6M | +41.9% | +9.6% | +32.3% | +36.7% |
| YTD | +3.4% | -8.8% | +12.2% | +4.1% |
| 1Y | +9.9% | -5.5% | +15.4% | +9.3% |
| 3Y | +21.6% | +19.6% | +1.9% | +9.1% |
| 5Y | -10.6% | -13.5% | +2.9% | -12.6% |
| 10Y | +245.2% | +22.4% | +222.8% | +213.0% |
| All | +245.2% | +22.3% | +222.9% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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