+247.9%
DHR vs RACE
+738.3%
-490.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.9% |
| 7D | +3.1% | +3.9% | -0.8% | +1.7% |
| 30D | +7.0% | +7.4% | -0.5% | +4.2% |
| 3M | +15.0% | +1.6% | +13.4% | +14.2% |
| 6M | +37.9% | +23.3% | +14.6% | +27.2% |
| YTD | +3.3% | +14.7% | -11.3% | -2.7% |
| 1Y | +12.8% | +2.5% | +10.3% | +10.4% |
| 3Y | +22.4% | +28.0% | -5.6% | +6.3% |
| 5Y | -9.1% | +69.8% | -78.9% | -31.0% |
| 10Y | +247.9% | +734.9% | -486.9% | +67.6% |
| All | +247.9% | +738.3% | -490.3% | +67.6% |
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