+54.0%
DHR vs OPEN
-88.9%
+142.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +0.6% |
| 7D | +1.2% | -15.0% | +16.2% | +2.1% |
| 30D | +3.7% | -40.2% | +43.9% | +6.5% |
| 3M | +14.5% | -67.4% | +81.9% | +21.7% |
| 6M | +40.9% | -74.0% | +114.9% | +51.1% |
| YTD | +2.4% | -79.6% | +82.0% | +10.8% |
| 1Y | +6.1% | -86.1% | +92.2% | +17.1% |
| 3Y | +21.0% | -41.4% | +62.4% | +8.9% |
| 5Y | -11.4% | -94.9% | +83.4% | -14.4% |
| All | +54.0% | -88.9% | +142.9% | +44.3% |
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