+204.4%
DHR vs O
+54.2%
+150.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -5.0% | -3.5% | -1.5% | -3.9% |
| 30D | -3.3% | -3.3% | 0.0% | -2.3% |
| 3M | +9.4% | -2.8% | +12.3% | +10.4% |
| 6M | +3.2% | -5.8% | +8.9% | +4.9% |
| YTD | -12.0% | +9.4% | -21.4% | -14.7% |
| 1Y | +4.9% | +5.7% | -0.8% | +2.7% |
| 3Y | -7.4% | +27.2% | -34.6% | -14.9% |
| 5Y | -29.8% | +17.2% | -46.9% | -33.7% |
| All | +204.4% | +54.2% | +150.1% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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