+247.9%
DHR vs IP
+31.6%
+216.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +1.3% |
| 7D | +3.1% | -3.0% | +6.2% | +4.0% |
| 30D | +7.0% | +10.6% | -3.7% | +3.8% |
| 3M | +15.0% | -13.6% | +28.6% | +19.6% |
| 6M | +37.9% | +10.4% | +27.5% | +32.7% |
| YTD | +3.3% | -6.5% | +9.8% | +3.3% |
| 1Y | +12.8% | -2.1% | +14.9% | +11.1% |
| 3Y | +22.4% | +22.0% | +0.4% | +9.2% |
| 5Y | -9.1% | -9.7% | +0.6% | -12.2% |
| 10Y | +247.9% | +26.8% | +221.1% | +217.4% |
| All | +247.9% | +31.6% | +216.3% | +217.4% |
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