+533.4%
DHR vs RACE
+658.9%
-125.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | -0.9% | +5.1% | -5.9% | -2.4% |
| 30D | +5.4% | +7.7% | -2.3% | +3.0% |
| 3M | +15.3% | +2.2% | +13.2% | +14.5% |
| 6M | +32.1% | +23.8% | +8.4% | +23.2% |
| YTD | +1.2% | +13.9% | -12.7% | -3.7% |
| 1Y | +10.1% | +3.8% | +6.3% | +7.7% |
| 3Y | +19.9% | +28.0% | -8.2% | +7.0% |
| 5Y | -8.8% | +64.9% | -73.7% | -26.4% |
| 10Y | +255.3% | +780.4% | -525.0% | +128.2% |
| All | +533.4% | +658.9% | -125.5% | +325.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling