-6.9%
DHR vs PCOR
-33.1%
+26.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.5% |
| 7D | -0.8% | -6.9% | +6.1% | +0.7% |
| 30D | +0.2% | -1.5% | +1.8% | +0.4% |
| 3M | +12.1% | +18.5% | -6.4% | +7.5% |
| 6M | +5.4% | -4.7% | +10.1% | +5.0% |
| YTD | -10.0% | -22.8% | +12.8% | -6.5% |
| 1Y | +4.1% | -20.7% | +24.8% | +6.8% |
| 3Y | -5.2% | -14.6% | +9.4% | -7.6% |
| 5Y | -28.2% | -40.7% | +12.5% | -32.5% |
| All | -6.9% | -33.1% | +26.2% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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