-10.6%
DHR vs OPEN
-94.2%
+83.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.6% |
| 7D | +0.2% | -31.1% | +31.2% | +2.2% |
| 30D | +6.4% | -34.7% | +41.1% | +8.7% |
| 3M | +13.6% | -61.9% | +75.5% | +19.8% |
| 6M | +41.9% | -71.9% | +113.7% | +51.6% |
| YTD | +3.4% | -76.6% | +80.0% | +11.2% |
| 1Y | +9.9% | -83.9% | +93.8% | +20.4% |
| 3Y | +21.6% | -34.4% | +55.9% | +7.4% |
| 5Y | -10.6% | -93.9% | +83.4% | -17.8% |
| All | -10.6% | -94.2% | +83.6% | -17.8% |
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 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