+215.7%
DHR vs RACE
+783.2%
-567.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -2.4% | -2.6% | +0.2% | -1.5% |
| 30D | -2.2% | -1.1% | -1.1% | -1.7% |
| 3M | +9.0% | +12.5% | -3.6% | +4.2% |
| 6M | +3.5% | +17.4% | -13.9% | -2.9% |
| YTD | -10.1% | +10.1% | -20.3% | -14.0% |
| 1Y | +6.2% | -15.1% | +21.3% | +10.6% |
| 3Y | -5.4% | +38.9% | -44.3% | -20.4% |
| 5Y | -27.9% | +90.7% | -118.6% | -47.4% |
| 10Y | +215.7% | +801.8% | -586.1% | +46.2% |
| All | +215.7% | +783.2% | -567.4% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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