+249.4%
DHR vs IP
+24.7%
+224.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | +7.4% | +9.4% | -2.0% | +4.6% |
| 3M | +13.0% | -14.1% | +27.0% | +17.6% |
| 6M | +38.5% | +9.2% | +29.3% | +33.6% |
| YTD | +3.8% | -7.5% | +11.3% | +4.1% |
| 1Y | +12.6% | -2.8% | +15.4% | +11.2% |
| 3Y | +22.0% | +21.2% | +0.7% | +9.0% |
| 5Y | -9.5% | -11.5% | +1.9% | -12.2% |
| 10Y | +249.4% | +23.7% | +225.7% | +219.1% |
| All | +249.4% | +24.7% | +224.6% | +219.1% |
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