+21.0%
DHR vs RACE
+24.7%
-3.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +1.2% | -1.2% | +2.4% | +1.5% |
| 30D | +3.7% | +6.1% | -2.4% | +2.0% |
| 3M | +14.5% | -0.3% | +14.8% | +14.5% |
| 6M | +40.9% | +23.4% | +17.5% | +32.7% |
| YTD | +2.4% | +12.5% | -10.1% | -1.7% |
| 1Y | +6.1% | -0.5% | +6.6% | +5.1% |
| 3Y | +21.0% | +23.6% | -2.6% | +11.4% |
| All | +21.0% | +24.7% | -3.7% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling