-6.0%
DHR vs OPEN
-21.9%
+15.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | -0.1% |
| 7D | -2.4% | -2.9% | +0.5% | -2.3% |
| 30D | -2.2% | -13.8% | +11.6% | -1.6% |
| 3M | +9.0% | -30.9% | +39.8% | +10.2% |
| 6M | +3.5% | -40.9% | +44.4% | +5.1% |
| YTD | -10.1% | -48.5% | +38.4% | -8.4% |
| 1Y | +6.2% | -50.9% | +57.1% | +6.7% |
| All | -6.0% | -21.9% | +15.8% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling