+32.0%
DHR vs OPEN
-74.0%
+106.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -3.6% | -11.4% | +7.8% | -2.9% |
| 30D | -2.7% | -20.1% | +17.3% | -1.5% |
| 3M | +10.9% | -37.6% | +48.5% | +13.6% |
| 6M | +3.0% | -47.1% | +50.1% | +6.3% |
| YTD | -12.2% | -52.1% | +39.9% | -9.2% |
| 1Y | +3.3% | -73.5% | +76.8% | +9.4% |
| 3Y | -8.2% | -24.4% | +16.2% | -17.6% |
| 5Y | -29.9% | -85.1% | +55.2% | -36.2% |
| All | +32.0% | -74.0% | +106.1% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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