-28.2%
DHR vs OPEN
-84.0%
+55.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -1.0% |
| 7D | -0.8% | +1.0% | -1.8% | -0.9% |
| 30D | +0.2% | -11.9% | +12.1% | +1.0% |
| 3M | +12.1% | -28.8% | +40.8% | +13.9% |
| 6M | +5.4% | -38.6% | +44.0% | +7.8% |
| YTD | -10.0% | -47.3% | +37.4% | -7.4% |
| 1Y | +4.1% | -49.2% | +53.3% | +4.4% |
| 3Y | -5.2% | -18.8% | +13.6% | -15.4% |
| 5Y | -28.2% | -83.6% | +55.4% | -39.1% |
| All | -28.2% | -84.0% | +55.8% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling